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Litman Gregory Wealth Management’s Stryker SYK Stock Holding History

Litman Gregory Wealth Management’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
2018
Q2 		– Sell
-525
Closed -$84K – 161
2018
Q1 		$84K Buy
+525
New +$84.6K 0.03% 59

Other funds holding SYK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
FEF
Fundsmith Equity Fund Stamford, Connecticut $13.4B AUM

Litman Gregory Wealth Management's SYK Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of Stryker (SYK) in Q2 2018, closing a stake of 525 shares — an estimated $84K sold.

Litman Gregory Wealth Management first reported a position in SYK in Q1 2018 and held it in 1 quarter. The position peaked at $84K in Q1 2018. 1,194 funds tracked by Wall St. Rank hold SYK as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining Stryker position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 525 Stryker shares in Q2 2018, an estimated $84K.
  • Litman Gregory Wealth Management first reported a position in Stryker in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Stryker position peaked at $84K in Q1 2018.
  • 1,194 funds tracked by Wall St. Rank held Stryker as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.