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Next Financial Group’s Stryker SYK Stock Holding History

Next Financial Group’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
2021
Q4 		$705K Sell
2,633
-387
-13% -$102K 0.05% 414
2021
Q3 		$797K Sell
3,020
-259
-8% -$69.2K 0.06% 325
2021
Q2 		$853K Buy
3,279
+104
+3% +$26.6K 0.07% 296
2021
Q1 		$775K Sell
3,175
-380
-11% -$91.1K 0.07% 296
2020
Q4 		$872K Sell
3,555
-4,428
-55% -$1M 0.08% 242
2020
Q3 		$1.67M Buy
7,983
+164
+2% +$31.9K 0.18% 125
2020
Q2 		$1.41M Buy
7,819
+273
+4% +$50.4K 0.16% 150
2020
Q1 		$1.26M Sell
7,546
-451
-6% -$88.1K 0.16% 141
2019
Q4 		$1.68M Buy
7,997
+257
+3% +$53.3K 0.17% 126
2019
Q3 		$1.68M Buy
7,740
+516
+7% +$111K 0.18% 133
2019
Q2 		$1.49M Buy
7,224
+6,008
+494% +$1.15M 0.16% 177
2019
Q1 		$241K Sell
1,216
-5,282
-81% -$951K 0.06% 316
2018
Q4 		$1.02M Buy
6,498
+5,963
+1,115% +$997K 0.21% 120
2018
Q3 		$95K Buy
+535
New +$91.3K 0.04% 368
2018
Q2 		– Sell
-1,791
Closed -$288K – 380
2018
Q1 		$288K Buy
+1,791
New +$289K 0.06% 300
2017
Q4 		– Sell
-1,610
Closed -$236K – 1283
2017
Q3 		$236K Sell
1,610
-950
-37% -$136K 0.07% 281
2017
Q2 		$355K Sell
2,560
-50
-2% -$6.86K 0.09% 241
2017
Q1 		$356K Sell
2,610
-6,340
-71% -$801K 0.1% 213
2016
Q4 		$1.07M Buy
8,950
+133
+2% +$15.3K 0.19% 124
2016
Q3 		$1.03M Buy
8,817
+6,182
+235% +$720K 0.19% 128
2016
Q2 		$315K Sell
2,635
-25
-0.9% -$2.79K 0.1% 209
2016
Q1 		$285K Buy
2,660
+50
+2% +$4.93K 0.1% 203
2015
Q4 		$242K Sell
2,610
-8
-0.3% -$766 0.09% 234
2015
Q3 		$246K Hold
2,618
– – 0.09% 242
2015
Q2 		$250K Hold
2,618
– – 0.09% 255
2015
Q1 		$241K Hold
2,618
– – 0.08% 276
2014
Q4 		$247K Sell
2,618
-6,690
-72% -$593K 0.08% 268
2014
Q3 		$752K Buy
+9,308
New +$766K 0.15% 152

Other funds holding SYK

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Next Financial Group's SYK Position: Q4 2021 in Review

Next Financial Group reduced its Stryker (SYK) stake by 13% in Q4 2021, selling an estimated $102K and leaving 2,633 shares worth $705K. The position accounts for 0.05% of the portfolio, ranked #414.

Next Financial Group first reported a position in SYK in Q3 2014 and has held it in 28 quarters since. The position peaked at $1.68M in Q4 2019. 1,654 funds tracked by Wall St. Rank hold SYK as of Q4 2021.

  • Next Financial Group held 2,633 shares of Stryker worth $705K as of Q4 2021.
  • Next Financial Group sold 387 Stryker shares in Q4 2021, an estimated $102K.
  • Stryker made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #414 holding.
  • Next Financial Group first reported a position in Stryker in Q3 2014 and has held it in 28 quarters since.
  • Next Financial Group's Stryker position peaked at $1.68M in Q4 2019.
  • 1,654 funds tracked by Wall St. Rank held Stryker as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.