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Legacy Financial Strategies’s Stryker SYK Stock Holding History

Legacy Financial Strategies’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
Q2 		– Sell
-765
Closed -$218K – 81
2023
Q1 		$218K Buy
+765
New +$203K 0.08% 68
2022
Q2 		– Sell
-765
Closed -$205K – 69
2022
Q1 		$205K Hold
765
– – 0.09% 65
2021
Q4 		$205K Hold
765
– – 0.09% 62
2021
Q3 		$202K Buy
+765
New +$205K 0.1% 61

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Strategies's SYK Position: Q2 2023 in Review

Legacy Financial Strategies sold out of Stryker (SYK) in Q2 2023, closing a stake of 765 shares — an estimated $218K sold.

Legacy Financial Strategies first reported a position in SYK in Q3 2021 and held it in 4 quarters. The position peaked at $218K in Q1 2023. 1,786 funds tracked by Wall St. Rank hold SYK as of Q2 2023.

  • Legacy Financial Strategies reported no remaining Stryker position as of Q2 2023 after selling out during the quarter.
  • Legacy Financial Strategies sold 765 Stryker shares in Q2 2023, an estimated $218K.
  • Legacy Financial Strategies first reported a position in Stryker in Q3 2021 and held it in 4 quarters.
  • Legacy Financial Strategies's Stryker position peaked at $218K in Q1 2023.
  • 1,786 funds tracked by Wall St. Rank held Stryker as of Q2 2023.

Based on Legacy Financial Strategies's 13F filing for Q2 2023, filed 28 Jul 2023.