Montag & Caldwell’s Stryker SYK Stock Holding History

Montag & Caldwell’s Portfolio SYK Stock Details SYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.8M	Buy	39,887 +2,559	+7%	+$1.01M	3.45%	9
2025 Q1	$13.9M	Sell	37,328 -1,772	-5%	-$658K	3.22%	11
2024 Q4	$14.1M	Sell	39,100 -3,366	-8%	-$1.21M	3%	11
2024 Q3	$15.3M	Sell	42,466 -2,043	-5%	-$738K	3.12%	11
2024 Q2	$15.1M	Sell	44,509 -13,346	-23%	-$4.54M	3.06%	13
2024 Q1	$20.7M	Sell	57,855 -2,791	-5%	-$999K	3.57%	8
2023 Q4	$18.2M	Sell	60,646 -35,847	-37%	-$10.7M	3.17%	12
2023 Q3	$26.4M	Sell	96,493 -673	-0.7%	-$184K	3.39%	10
2023 Q2	$29.6M	Sell	97,166 -632	-0.6%	-$193K	3.62%	6
2023 Q1	$27.9M	Sell	97,798 -2,097	-2%	-$599K	3.75%	7
2022 Q4	$24.4M	Sell	99,895 -4,425	-4%	-$1.08M	3.54%	10
2022 Q3	$21.1M	Sell	104,320 -2,266	-2%	-$459K	3.14%	12
2022 Q2	$21.2M	Sell	106,586 -4,912	-4%	-$978K	3.08%	12
2022 Q1	$29.8M	Sell	111,498 -1,758	-2%	-$470K	3.32%	11
2021 Q4	$30.3M	Sell	113,256 -14,322	-11%	-$3.83M	2.92%	16
2021 Q3	$33.6M	Sell	127,578 -1,134	-0.9%	-$299K	3.1%	12
2021 Q2	$33.4M	Sell	128,712 -7,591	-6%	-$1.97M	3.02%	12
2021 Q1	$33.2M	Sell	136,303 -3,523	-3%	-$858K	3.04%	17
2020 Q4	$34.2M	Buy	139,826 +67,089	+92%	+$16.4M	1.88%	28
2020 Q3	$15.2M	Buy	+72,737	New	+$15.2M	0.92%	33
2020 Q1	–	Sell	-2,042	Closed	-$429K	–	80
2019 Q4	$429K	Sell	2,042 -369	-15%	-$77.5K	0.02%	59
2019 Q3	$521K	Sell	2,411 -301	-11%	-$65K	0.03%	49
2019 Q2	$558K	Sell	2,712 -735	-21%	-$151K	0.03%	44
2019 Q1	$681K	Sell	3,447 -2,853	-45%	-$564K	0.04%	37
2018 Q4	$988K	Hold	6,300	–	–	0.05%	36
2018 Q3	$1.12M	Hold	6,300	–	–	0.04%	34
2018 Q2	$1.06M	Hold	6,300	–	–	0.04%	34
2018 Q1	$1.01M	Hold	6,300	–	–	0.04%	33
2017 Q4	$975K	Hold	6,300	–	–	0.03%	32
2017 Q3	$895K	Hold	6,300	–	–	0.03%	35
2017 Q2	$874K	Hold	6,300	–	–	0.03%	35
2017 Q1	$829K	Hold	6,300	–	–	0.02%	58
2016 Q4	$755K	Hold	6,300	–	–	0.02%	60
2016 Q3	$733K	Hold	6,300	–	–	0.02%	64
2016 Q2	$755K	Hold	6,300	–	–	0.02%	65
2016 Q1	$676K	Hold	6,300	–	–	0.01%	72
2015 Q4	$586K	Hold	6,300	–	–	0.01%	70
2015 Q3	$593K	Hold	6,300	–	–	0.01%	67
2015 Q2	$602K	Hold	6,300	–	–	0.01%	69
2015 Q1	$581K	Hold	6,300	–	–	0.01%	84
2014 Q4	$594K	Sell	6,300 -900	-13%	-$84.9K	0.01%	83
2014 Q3	$581K	Sell	7,200 -1,437,882	-100%	-$116M	0.01%	77
2014 Q2	$122M	Sell	1,445,082 -1,507,401	-51%	-$127M	1.09%	34
2014 Q1	$241M	Sell	2,952,483 -484,622	-14%	-$39.5M	2.1%	27
2013 Q4	$258M	Sell	3,437,105 -310,068	-8%	-$23.3M	1.93%	30
2013 Q3	$253M	Sell	3,747,173 -1,235,237	-25%	-$83.5M	1.91%	29
2013 Q2	$322M	Buy	+4,982,410	New	+$322M	2.42%	26