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Monterey Private Wealth’s Stryker SYK Stock Holding History

Monterey Private Wealth’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
2020
Q2 		– Sell
-1,803
Closed -$300K – 73
2020
Q1 		$300K Sell
1,803
-22
-1% -$4.3K 0.26% 49
2019
Q4 		$383K Buy
+1,825
New +$379K 0.31% 45

Other funds holding SYK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Monterey Private Wealth's SYK Position: Q2 2020 in Review

Monterey Private Wealth sold out of Stryker (SYK) in Q2 2020, closing a stake of 1,803 shares — an estimated $300K sold.

Monterey Private Wealth first reported a position in SYK in Q4 2019 and held it in 2 quarters. The position peaked at $383K in Q4 2019. 1,406 funds tracked by Wall St. Rank hold SYK as of Q2 2020.

  • Monterey Private Wealth reported no remaining Stryker position as of Q2 2020 after selling out during the quarter.
  • Monterey Private Wealth sold 1,803 Stryker shares in Q2 2020, an estimated $300K.
  • Monterey Private Wealth first reported a position in Stryker in Q4 2019 and held it in 2 quarters.
  • Monterey Private Wealth's Stryker position peaked at $383K in Q4 2019.
  • 1,406 funds tracked by Wall St. Rank held Stryker as of Q2 2020.

Based on Monterey Private Wealth's 13F filing for Q2 2020, filed 24 Feb 2021.