LWM
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Loveless Wealth Management’s Stryker SYK Stock Holding History

Loveless 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
2022
Q2 		$381K Buy
1,917
+105
+6% +$24.7K 0.25% 98
2022
Q1 		$484K Hold
1,812
– – 0.27% 95
2021
Q4 		$485K Buy
1,812
+80
+5% +$21K 0.27% 101
2021
Q3 		$457K Buy
1,732
+195
+13% +$52.1K 0.28% 101
2021
Q2 		$399K Buy
1,537
+290
+23% +$74.2K 0.24% 105
2021
Q1 		$304K Buy
1,247
+160
+15% +$38.4K 0.2% 105
2020
Q4 		$266K Buy
+1,087
New +$246K 0.2% 104

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loveless Wealth Management's SYK Position: Q2 2022 in Review

Loveless Wealth Management increased its Stryker (SYK) stake by 5.8% in Q2 2022, buying an estimated $24.7K and bringing the position to 1,917 shares worth $381K. The position accounts for 0.25% of the portfolio, ranked #98.

Loveless Wealth Management first reported a position in SYK in Q4 2020 and has held it in 7 quarters since. The position peaked at $485K in Q4 2021. 1,580 funds tracked by Wall St. Rank hold SYK as of Q2 2022.

  • Loveless Wealth Management held 1,917 shares of Stryker worth $381K as of Q2 2022.
  • Loveless Wealth Management bought 105 Stryker shares in Q2 2022, an estimated $24.7K.
  • Stryker made up 0.25% of Loveless Wealth Management's portfolio in Q2 2022, its #98 holding.
  • Loveless Wealth Management first reported a position in Stryker in Q4 2020 and has held it in 7 quarters since.
  • Loveless Wealth Management's Stryker position peaked at $485K in Q4 2021.
  • 1,580 funds tracked by Wall St. Rank held Stryker as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.