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Kiely Wealth Advisory Group’s Stryker SYK Stock Holding History

Kiely Wealth Advisory Group’s Portfolio SYK Stock Details SYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$342K Hold
870
– – 0.22% 39
2024
Q3 		$337K Hold
870
– – 0.21% 34
2024
Q2 		$283K Buy
870
+30
+4% +$10.2K 0.16% 36
2024
Q1 		$285K Hold
840
– – 0.16% 31
2023
Q4 		$263K Buy
+840
New +$236K 0.15% 37

Other funds holding SYK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kiely Wealth Advisory Group's SYK Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Stryker (SYK) position steady in Q4 2024 at 870 shares worth $342K. The position accounts for 0.22% of the portfolio, ranked #39.

Kiely Wealth Advisory Group first reported a position in SYK in Q4 2023 and has held it in 5 quarters since. 2,195 funds tracked by Wall St. Rank hold SYK as of Q4 2024.

  • Kiely Wealth Advisory Group held 870 shares of Stryker worth $342K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Stryker share count unchanged in Q4 2024.
  • Stryker made up 0.22% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #39 holding.
  • Kiely Wealth Advisory Group first reported a position in Stryker in Q4 2023 and has held it in 5 quarters since.
  • 2,195 funds tracked by Wall St. Rank held Stryker as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.