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Planning Capital Management Corporation’s Stryker SYK Stock Holding History

Planning Capital Management Corporation’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
Q3 		$617K Sell
1,707
-208
-11% -$71.8K 0.41% 46
2024
Q2 		$652K Sell
1,915
-400
-17% -$135K 0.46% 42
2024
Q1 		$829K Buy
2,315
+36
+2% +$12.1K 0.61% 37
2023
Q4 		$682K Buy
+2,279
New +$640K 0.53% 36

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Capital Management Corporation's SYK Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Stryker (SYK) stake by 11% in Q3 2024, selling an estimated $71.8K and leaving 1,707 shares worth $617K. The position accounts for 0.41% of the portfolio, ranked #46.

Planning Capital Management Corporation first reported a position in SYK in Q4 2023 and has held it in 4 quarters since. The position peaked at $829K in Q1 2024. 2,034 funds tracked by Wall St. Rank hold SYK as of Q3 2024.

  • Planning Capital Management Corporation held 1,707 shares of Stryker worth $617K as of Q3 2024.
  • Planning Capital Management Corporation sold 208 Stryker shares in Q3 2024, an estimated $71.8K.
  • Stryker made up 0.41% of Planning Capital Management Corporation's portfolio in Q3 2024, its #46 holding.
  • Planning Capital Management Corporation first reported a position in Stryker in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Stryker position peaked at $829K in Q1 2024.
  • 2,034 funds tracked by Wall St. Rank held Stryker as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.