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Optimum Investment Advisors’s Stryker SYK Stock Holding History

Optimum Investment 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
2021
Q3 		– Sell
-3,025
Closed -$786K – 920
2021
Q2 		$786K Sell
3,025
-190
-6% -$48.6K 0.25% 89
2021
Q1 		$783K Hold
3,215
– – 0.23% 97
2020
Q4 		$788K Hold
3,215
– – 0.24% 97
2020
Q3 		$670K Sell
3,215
-400
-11% -$77.8K 0.22% 102
2020
Q2 		$651K Hold
3,615
– – 0.23% 99
2020
Q1 		$602K Buy
3,615
+161
+5% +$31.5K 0.25% 94
2019
Q4 		$725K Hold
3,454
– – 0.22% 123
2019
Q3 		$747K Buy
3,454
+39
+1% +$8.37K 0.24% 110
2019
Q2 		$702K Hold
3,415
– – 0.23% 114
2019
Q1 		$675K Hold
3,415
– – 0.22% 118
2018
Q4 		$535K Sell
3,415
-60
-2% -$10K 0.18% 136
2018
Q3 		$617K Hold
3,475
– – 0.17% 142
2018
Q2 		$587K Hold
3,475
– – 0.17% 143
2018
Q1 		$559K Hold
3,475
– – 0.16% 148
2017
Q4 		$538K Hold
3,475
– – 0.17% 155
2017
Q3 		$494K Hold
3,475
– – 0.17% 165
2017
Q2 		$482K Buy
3,475
+150
+5% +$20.6K 0.17% 171
2017
Q1 		$438K Hold
3,325
– – 0.16% 180
2016
Q4 		$398K Sell
3,325
-106
-3% -$12.2K 0.15% 183
2016
Q3 		$399K Hold
3,431
– – 0.15% 185
2016
Q2 		$411K Hold
3,431
– – 0.16% 175
2016
Q1 		$368K Sell
3,431
-900
-21% -$88.7K 0.14% 181
2015
Q4 		$403K Hold
4,331
– – 0.16% 182
2015
Q3 		$408K Buy
+4,331
New +$429K 0.16% 166
2015
Q1 		$400K Sell
4,331
-250
-5% -$23.3K 0.13% 183
2014
Q4 		$432K Buy
4,581
+725
+19% +$64.3K 0.14% 168
2014
Q3 		$311K Hold
3,856
– – 0.1% 188
2014
Q2 		$325K Hold
3,856
– – 0.11% 192
2014
Q1 		$314K Sell
3,856
-396
-9% -$31.5K 0.12% 175
2013
Q4 		$319K Buy
4,252
+396
+10% +$28.9K 0.12% 167
2013
Q3 		$261K Buy
+3,856
New +$266K 0.11% 178

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Optimum Investment Advisors's SYK Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Stryker (SYK) in Q3 2021, closing a stake of 3,025 shares — an estimated $786K sold.

Optimum Investment Advisors first reported a position in SYK in Q3 2013 and held it in 31 quarters. The position peaked at $788K in Q4 2020. 1,558 funds tracked by Wall St. Rank hold SYK as of Q3 2021.

  • Optimum Investment Advisors reported no remaining Stryker position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 3,025 Stryker shares in Q3 2021, an estimated $786K.
  • Optimum Investment Advisors first reported a position in Stryker in Q3 2013 and held it in 31 quarters.
  • Optimum Investment Advisors's Stryker position peaked at $788K in Q4 2020.
  • 1,558 funds tracked by Wall St. Rank held Stryker as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.