LJI Wealth Management’s Stryker SYK Stock Holding History

LJI 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
2023 Q1	–	Sell	-3,284	Closed	-$803K	–	168
2022 Q4	$803K	Buy	+3,284	New	+$745K	0.28%	42

Other funds holding SYK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LJI Wealth Management's SYK Position: Q1 2023 in Review

LJI Wealth Management sold out of Stryker (SYK) in Q1 2023, closing a stake of 3,284 shares — an estimated $803K sold.

LJI Wealth Management first reported a position in SYK in Q4 2022 and held it in 1 quarter. The position peaked at $803K in Q4 2022. 1,702 funds tracked by Wall St. Rank hold SYK as of Q1 2023.

LJI Wealth Management reported no remaining Stryker position as of Q1 2023 after selling out during the quarter.
LJI Wealth Management sold 3,284 Stryker shares in Q1 2023, an estimated $803K.
LJI Wealth Management first reported a position in Stryker in Q4 2022 and held it in 1 quarter.
LJI Wealth Management's Stryker position peaked at $803K in Q4 2022.
1,702 funds tracked by Wall St. Rank held Stryker as of Q1 2023.

Based on LJI Wealth Management's 13F filing for Q1 2023, filed 2 Feb 2024.