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Oak Point Wealth Management’s Stryker SYK Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		$204K Buy
1,302
+357
+38% +$57.5K 0.21% 98
2017
Q4 		$145K Buy
+945
New +$144K 0.14% 108

Other funds holding SYK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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 $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Oak Point Wealth Management's SYK Position: Q1 2018 in Review

Oak Point Wealth Management increased its Stryker (SYK) stake by 38% in Q1 2018, buying an estimated $57.5K and bringing the position to 1,302 shares worth $204K. The position accounts for 0.21% of the portfolio, ranked #98.

Oak Point Wealth Management first reported a position in SYK in Q4 2017 and has held it in 2 quarters since. 1,149 funds tracked by Wall St. Rank hold SYK as of Q1 2018.

  • Oak Point Wealth Management held 1,302 shares of Stryker worth $204K as of Q1 2018.
  • Oak Point Wealth Management bought 357 Stryker shares in Q1 2018, an estimated $57.5K.
  • Stryker made up 0.21% of Oak Point Wealth Management's portfolio in Q1 2018, its #98 holding.
  • Oak Point Wealth Management first reported a position in Stryker in Q4 2017 and has held it in 2 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Stryker as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.