MSFP
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Mark Sheptoff Financial Planning’s Stryker SYK Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q3 		– Sell
-10
Closed -$3.96K – 539
2025
Q2 		$3.96K Buy
+10
New +$3.74K ﹤0.01% 419
2022
Q3 		– Sell
-90
Closed -$18K – 397
2022
Q2 		$18K Hold
90
– – 0.01% 227
2022
Q1 		$24K Hold
90
– – 0.01% 233
2021
Q4 		$24K Hold
90
– – 0.01% 240
2021
Q3 		$24K Hold
90
– – 0.01% 232
2021
Q2 		$23K Hold
90
– – 0.01% 256
2021
Q1 		$22K Hold
90
– – 0.01% 223
2020
Q4 		$22K Buy
+90
New +$20.4K 0.01% 210
2020
Q3 		– Sell
-90
Closed -$16K – 363
2020
Q2 		$16K Hold
90
– – 0.01% 216
2020
Q1 		$15K Hold
90
– – 0.01% 199
2019
Q4 		$19K Hold
90
– – 0.01% 225
2019
Q3 		$19K Buy
+90
New +$19.3K 0.01% 218

Other funds holding SYK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return