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One Wealth Advisors’s Stryker SYK Stock Holding History

One Wealth Advisors’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
2024
Q2 		– Sell
-960
Closed -$344K – 268
2024
Q1 		$344K Sell
960
-54
-5% -$18.2K 0.06% 171
2023
Q4 		$304K Buy
1,014
+17
+2% +$4.77K 0.06% 156
2023
Q3 		$272K Buy
997
+143
+17% +$41K 0.06% 148
2023
Q2 		$261K Buy
+854
New +$247K 0.05% 162
2023
Q1 		– Sell
-65
Closed -$15.9K – 550
2022
Q4 		$15.9K Buy
+65
New +$14.8K ﹤0.01% 564

Other funds holding SYK

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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

One Wealth Advisors's SYK Position: Q2 2024 in Review

One Wealth Advisors sold out of Stryker (SYK) in Q2 2024, closing a stake of 960 shares — an estimated $344K sold.

One Wealth Advisors first reported a position in SYK in Q4 2022 and held it in 5 quarters. The position peaked at $344K in Q1 2024. 1,987 funds tracked by Wall St. Rank hold SYK as of Q2 2024.

  • One Wealth Advisors reported no remaining Stryker position as of Q2 2024 after selling out during the quarter.
  • One Wealth Advisors sold 960 Stryker shares in Q2 2024, an estimated $344K.
  • One Wealth Advisors first reported a position in Stryker in Q4 2022 and held it in 5 quarters.
  • One Wealth Advisors's Stryker position peaked at $344K in Q1 2024.
  • 1,987 funds tracked by Wall St. Rank held Stryker as of Q2 2024.

Based on One Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.