PWAG
SYK icon

Polaris Wealth Advisory Group’s Stryker SYK Stock Holding History

Polaris Wealth Advisory Group’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
Q1 		– Sell
-2,085
Closed -$508K – 204
2020
Q4 		$508K Buy
+2,085
New +$472K 0.04% 120
2020
Q1 		– Sell
-123,112
Closed -$25.8M – 175
2019
Q4 		$25.8M Buy
123,112
+10,241
+9% +$2.13M 1.72% 25
2019
Q3 		$23.6M Buy
112,871
+347
+0.3% +$74.4K 1.93% 23
2019
Q2 		$23.2M Sell
112,524
-2,946
-3% -$563K 1.76% 28
2019
Q1 		$22.6M Buy
115,470
+33,449
+41% +$6.02M 1.7% 27
2018
Q4 		$12.9M Sell
82,021
-2,640
-3% -$442K 1.21% 35
2018
Q3 		$15M Buy
84,661
+81,718
+2,777% +$13.9M 1.04% 41
2018
Q2 		$474K Hold
2,943
– – 0.04% 86
2018
Q1 		$474K Buy
+2,943
New +$474K 0.04% 105
2016
Q4 		– Sell
-134,798
Closed -$15.7M – 127
2016
Q3 		$15.7M Buy
134,798
+3,819
+3% +$445K 1.87% 24
2016
Q2 		$15.7M Buy
130,979
+13,813
+12% +$1.54M 2.44% 15
2016
Q1 		$12.6M Buy
117,166
+26,636
+29% +$2.63M 1.97% 26
2015
Q4 		$8.41M Buy
90,530
+18,970
+27% +$1.82M 1.36% 41
2015
Q3 		$6.73M Buy
+71,560
New +$7.09M 1.38% 37
2013
Q3 		– Sell
-11,849
Closed -$766K – 163
2013
Q2 		$766K Buy
+11,849
New +$786K 0.31% 37

Other funds holding SYK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return