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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 – 203
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 $999B AUM 46.22% 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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Polaris Wealth Advisory Group's SYK Position: Q1 2021 in Review

Polaris Wealth Advisory Group sold out of Stryker (SYK) in Q1 2021, closing a stake of 2,085 shares — an estimated $508K sold.

Polaris Wealth Advisory Group first reported a position in SYK in Q2 2013 and held it in 15 quarters. The position peaked at $25.8M in Q4 2019. 1,524 funds tracked by Wall St. Rank hold SYK as of Q1 2021.

  • Polaris Wealth Advisory Group reported no remaining Stryker position as of Q1 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 2,085 Stryker shares in Q1 2021, an estimated $508K.
  • Polaris Wealth Advisory Group first reported a position in Stryker in Q2 2013 and held it in 15 quarters.
  • Polaris Wealth Advisory Group's Stryker position peaked at $25.8M in Q4 2019.
  • 1,524 funds tracked by Wall St. Rank held Stryker as of Q1 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2021, filed 19 Apr 2021.