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Laurel Wealth Planning’s Stryker SYK Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-340
Closed -$83.1K – 181
2022
Q4 		$83.1K Sell
340
-170
-33% -$38.6K 0.05% 88
2022
Q3 		$103K Hold
510
– – 0.08% 76
2022
Q2 		$101K Hold
510
– – 0.07% 79
2022
Q1 		$136K Hold
510
– – 0.09% 78
2021
Q4 		$136K Hold
510
– – 0.1% 68
2021
Q3 		$134K Hold
510
– – 0.11% 66
2021
Q2 		$132K Hold
510
– – 0.12% 53
2021
Q1 		$124K Hold
510
– – 0.11% 52
2020
Q4 		$125K Buy
+510
New +$116K 0.12% 50

Other funds holding SYK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laurel Wealth Planning's SYK Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Stryker (SYK) in Q1 2023, closing a stake of 340 shares — an estimated $83.1K sold.

Laurel Wealth Planning first reported a position in SYK in Q4 2020 and held it in 9 quarters. The position peaked at $136K in Q1 2022. 1,702 funds tracked by Wall St. Rank hold SYK as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Stryker position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 340 Stryker shares in Q1 2023, an estimated $83.1K.
  • Laurel Wealth Planning first reported a position in Stryker in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's Stryker position peaked at $136K in Q1 2022.
  • 1,702 funds tracked by Wall St. Rank held Stryker as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.