Planning Center Inc’s Stryker SYK Stock Holding History

Planning Center Inc’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
2023 Q3	–	Sell	-694	Closed	-$212K	–	69
2023 Q2	$212K	Buy	694 +6	+0.9%	+$1.73K	0.05%	67
2023 Q1	$201K	Buy	+688	New	+$183K	0.06%	63

Other funds holding SYK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planning Center Inc's SYK Position: Q3 2023 in Review

Planning Center Inc sold out of Stryker (SYK) in Q3 2023, closing a stake of 694 shares — an estimated $212K sold.

Planning Center Inc first reported a position in SYK in Q1 2023 and held it in 2 quarters. The position peaked at $212K in Q2 2023. 1,771 funds tracked by Wall St. Rank hold SYK as of Q3 2023.

Planning Center Inc reported no remaining Stryker position as of Q3 2023 after selling out during the quarter.
Planning Center Inc sold 694 Stryker shares in Q3 2023, an estimated $212K.
Planning Center Inc first reported a position in Stryker in Q1 2023 and held it in 2 quarters.
Planning Center Inc's Stryker position peaked at $212K in Q2 2023.
1,771 funds tracked by Wall St. Rank held Stryker as of Q3 2023.

Based on Planning Center Inc's 13F filing for Q3 2023, filed 26 Oct 2023.