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Mosaic Family Wealth’s Stryker SYK Stock Holding History

Mosaic Family 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
2019
Q4 		– Sell
-1,125
Closed -$243K – 173
2019
Q3 		$243K Buy
+1,125
New +$241K 0.1% 140
2019
Q2 		– Sell
-799
Closed -$158K – 552
2019
Q1 		$158K Hold
799
– – 0.06% 173
2018
Q4 		$125K Buy
799
+159
+25% +$26.6K 0.05% 194
2018
Q3 		$107K Buy
640
+481
+303% +$82.1K 0.04% 217
2018
Q2 		$27K Buy
159
+65
+69% +$10.9K 0.01% 418
2018
Q1 		$15K Buy
+94
New +$15.1K 0.01% 482
2017
Q4 		– Sell
-1,400
Closed -$198K – 899
2017
Q3 		$198K Buy
1,400
+28
+2% +$4.01K 0.08% 188
2017
Q2 		$190K Buy
1,372
+72
+6% +$9.88K 0.08% 182
2017
Q1 		$171K Buy
1,300
+44
+4% +$5.56K 0.07% 192
2016
Q4 		$151K Hold
1,256
– – 0.07% 200
2016
Q3 		$146K Buy
1,256
+118
+10% +$13.7K 0.07% 202
2016
Q2 		$137K Buy
1,138
+232
+26% +$25.9K 0.07% 193
2016
Q1 		$97K Buy
906
+296
+49% +$29.2K 0.05% 245
2015
Q4 		$56K Buy
+610
New +$58.4K 0.02% 309

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 $10.2B AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mosaic Family Wealth's SYK Position: Q4 2019 in Review

Mosaic Family Wealth sold out of Stryker (SYK) in Q4 2019, closing a stake of 1,125 shares — an estimated $243K sold.

Mosaic Family Wealth first reported a position in SYK in Q4 2015 and held it in 14 quarters. The position peaked at $243K in Q3 2019. 1,436 funds tracked by Wall St. Rank hold SYK as of Q4 2019.

  • Mosaic Family Wealth reported no remaining Stryker position as of Q4 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,125 Stryker shares in Q4 2019, an estimated $243K.
  • Mosaic Family Wealth first reported a position in Stryker in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Stryker position peaked at $243K in Q3 2019.
  • 1,436 funds tracked by Wall St. Rank held Stryker as of Q4 2019.

Based on Mosaic Family Wealth's 13F filing for Q4 2019, filed 31 Jan 2020.