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KMS Financial Services’s Stryker SYK Stock Holding History

KMS Financial Services’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
2014
Q3 		$236K Buy
2,918
+18
+0.6% +$1.48K 0.03% 440
2014
Q2 		$244K Buy
2,900
+9
+0.3% +$735 0.03% 435
2014
Q1 		$235K Buy
+2,891
New +$230K 0.04% 441

Other funds holding SYK

GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KMS Financial Services's SYK Position: Q3 2014 in Review

KMS Financial Services increased its Stryker (SYK) stake by 0.62% in Q3 2014, buying an estimated $1.48K and bringing the position to 2,918 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #440.

KMS Financial Services first reported a position in SYK in Q1 2014 and has held it in 3 quarters since. The position peaked at $244K in Q2 2014. 819 funds tracked by Wall St. Rank hold SYK as of Q3 2014.

  • KMS Financial Services held 2,918 shares of Stryker worth $236K as of Q3 2014.
  • KMS Financial Services bought 18 Stryker shares in Q3 2014, an estimated $1.48K.
  • Stryker made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #440 holding.
  • KMS Financial Services first reported a position in Stryker in Q1 2014 and has held it in 3 quarters since.
  • KMS Financial Services's Stryker position peaked at $244K in Q2 2014.
  • 819 funds tracked by Wall St. Rank held Stryker as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.