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Madison Wealth Management’s Stryker SYK Stock Holding History

Madison 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
Q3 		$4.69M Buy
17,159
+111
+0.7% +$31.8K 0.99% 31
2023
Q2 		$5.2M Buy
17,048
+39
+0.2% +$11.3K 1.05% 28
2023
Q1 		$4.86M Sell
17,009
-77
-0.5% -$20.4K 1.05% 27
2022
Q4 		$4.18M Buy
17,086
+106
+0.6% +$24.1K 0.95% 30
2022
Q3 		$3.44M Buy
16,980
+1,432
+9% +$301K 0.84% 39
2022
Q2 		$3.09M Sell
15,548
-258
-2% -$60.6K 0.75% 41
2022
Q1 		$4.22M Buy
15,806
+187
+1% +$48.4K 0.89% 33
2021
Q4 		$4.18M Sell
15,619
-90
-0.6% -$23.6K 0.84% 32
2021
Q3 		$4.14M Sell
15,709
-104
-0.7% -$27.8K 0.91% 29
2021
Q2 		$4.11M Buy
15,813
+277
+2% +$70.8K 0.91% 30
2021
Q1 		$3.78M Sell
15,536
-1,215
-7% -$291K 0.93% 29
2020
Q4 		$4.11M Buy
16,751
+189
+1% +$42.8K 1.08% 28
2020
Q3 		$3.45M Sell
16,562
-42
-0.3% -$8.16K 1.03% 28
2020
Q2 		$2.99M Sell
16,604
-183
-1% -$33.8K 0.98% 29
2020
Q1 		$2.79M Buy
16,787
+10,848
+183% +$2.12M 1.12% 26
2019
Q4 		$1.25M Buy
+5,939
New +$1.23M 0.36% 58

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Madison Wealth Management's SYK Position: Q3 2023 in Review

Madison Wealth Management increased its Stryker (SYK) stake by 0.65% in Q3 2023, buying an estimated $31.8K and bringing the position to 17,159 shares worth $4.69M. The position accounts for 0.99% of the portfolio, ranked #31.

Madison Wealth Management first reported a position in SYK in Q4 2019 and has held it in 16 quarters since. The position peaked at $5.2M in Q2 2023. 1,772 funds tracked by Wall St. Rank hold SYK as of Q3 2023.

  • Madison Wealth Management held 17,159 shares of Stryker worth $4.69M as of Q3 2023.
  • Madison Wealth Management bought 111 Stryker shares in Q3 2023, an estimated $31.8K.
  • Stryker made up 0.99% of Madison Wealth Management's portfolio in Q3 2023, its #31 holding.
  • Madison Wealth Management first reported a position in Stryker in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Stryker position peaked at $5.2M in Q2 2023.
  • 1,772 funds tracked by Wall St. Rank held Stryker as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.