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Marshwinds Advisory’s Stryker SYK Stock Holding History

Marshwinds Advisory’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
Q4 		$2.16M Hold
13,800
– – 1.16% 36
2018
Q3 		$2.45M Sell
13,800
-300
-2% -$51.2K 1.12% 34
2018
Q2 		$2.38M Sell
14,100
-100
-0.7% -$16.8K 1.13% 36
2018
Q1 		$2.29M Sell
14,200
-100
-0.7% -$16.1K 1.09% 35
2017
Q4 		$2.21M Sell
14,300
-100
-0.7% -$15.3K 1.02% 41
2017
Q3 		$2.04M Sell
14,400
-300
-2% -$43K 0.95% 41
2017
Q2 		$2.04M Hold
14,700
– – 0.97% 41
2017
Q1 		$1.94M Sell
14,700
-150
-1% -$18.9K 0.9% 42
2016
Q4 		$1.78M Hold
14,850
– – 0.85% 42
2016
Q3 		$1.73M Sell
14,850
-100
-0.7% -$11.7K 0.84% 40
2016
Q2 		$1.79M Sell
14,950
-50
-0.3% -$5.59K 0.87% 40
2016
Q1 		$1.61M Sell
15,000
-125
-0.8% -$12.3K 0.83% 42
2015
Q4 		$1.41M Sell
15,125
-525
-3% -$50.2K 0.73% 45
2015
Q3 		$1.47M Sell
15,650
-375
-2% -$37.1K 0.79% 42
2015
Q2 		$1.53M Sell
16,025
-600
-4% -$56.9K 0.77% 44
2015
Q1 		$1.53M Sell
16,625
-125
-0.7% -$11.6K 0.73% 44
2014
Q4 		$1.58M Sell
16,750
-125
-0.7% -$11.1K 0.74% 47
2014
Q3 		$1.36M Hold
16,875
– – 0.68% 49
2014
Q2 		$1.42M Hold
16,875
– – 0.68% 51
2014
Q1 		$1.38M Hold
16,875
– – 0.69% 48
2013
Q4 		$1.27M Buy
16,875
+250
+2% +$18.2K 0.67% 52
2013
Q3 		$1.12M Hold
16,625
– – 0.65% 55
2013
Q2 		$1.07M Buy
+16,625
New +$1.1M 0.64% 53

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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshwinds Advisory's SYK Position: Q4 2018 in Review

Marshwinds Advisory held its Stryker (SYK) position steady in Q4 2018 at 13,800 shares worth $2.16M. The position accounts for 1.16% of the portfolio, ranked #36.

Marshwinds Advisory first reported a position in SYK in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.45M in Q3 2018. 1,269 funds tracked by Wall St. Rank hold SYK as of Q4 2018.

  • Marshwinds Advisory held 13,800 shares of Stryker worth $2.16M as of Q4 2018.
  • Marshwinds Advisory left its Stryker share count unchanged in Q4 2018.
  • Stryker made up 1.16% of Marshwinds Advisory's portfolio in Q4 2018, its #36 holding.
  • Marshwinds Advisory first reported a position in Stryker in Q2 2013 and has held it in 23 quarters since.
  • Marshwinds Advisory's Stryker position peaked at $2.45M in Q3 2018.
  • 1,269 funds tracked by Wall St. Rank held Stryker as of Q4 2018.

Based on Marshwinds Advisory's 13F filing for Q4 2018, filed 7 Jan 2019.