McClarren Financial Advisors’s Stryker SYK Stock Holding History

McClarren Financial Advisors’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 Q1	–	Sell	-347	Closed	-$124K	–	356
2024 Q4	$124K	Buy	+347	New	+$129K	0.35%	47
2024 Q3	–	Sell	-680	Closed	-$117K	–	344
2024 Q2	$117K	Buy	680 +335	+97%	+$113K	0.08%	100
2024 Q1	$124K	Buy	345 +1	+0.3%	+$336	0.09%	97
2023 Q4	$103K	Buy	344 +2	+0.6%	+$561	0.08%	109
2023 Q3	$93K	Buy	342 +1	+0.3%	+$287	0.08%	105
2023 Q2	$104K	Sell	341 -2	-0.6%	-$578	0.09%	100
2023 Q1	$97K	Buy	343 +1	+0.3%	+$265	0.09%	100
2022 Q4	$83K	Buy	342 +2	+0.6%	+$454	0.08%	114
2022 Q3	$68K	Buy	+340	New	+$71.5K	0.07%	108
2022 Q2	–	Sell	-338	Closed	-$90K	–	240
2022 Q1	$90K	Sell	338 -1	-0.3%	-$259	0.07%	93
2021 Q4	$91K	Buy	339 +3	+0.9%	+$787	0.06%	105
2021 Q3	$88K	Buy	336 +1	+0.3%	+$267	0.07%	87
2021 Q2	$87K	Hold	335	–	–	0.07%	86
2021 Q1	$82K	Buy	335 +2	+0.6%	+$480	0.07%	90
2020 Q4	$81K	Buy	+333	New	+$75.4K	0.08%	85

Other funds holding SYK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

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

Fidelity Investments

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

Geode Capital Management

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

Capital Research Global Investors

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

Wellington Management Group

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