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Provence Wealth Management Group’s Stryker SYK Stock Holding History

Provence Wealth Management 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
2023
Q4 		$210K Sell
700
-41
-6% -$11.5K 0.11% 156
2023
Q3 		$202K Buy
741
+30
+4% +$8.6K 0.12% 142
2023
Q2 		$217K Buy
+711
New +$205K 0.13% 141

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Provence Wealth Management Group's SYK Position: Q4 2023 in Review

Provence Wealth Management Group reduced its Stryker (SYK) stake by 5.5% in Q4 2023, selling an estimated $11.5K and leaving 700 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #156.

Provence Wealth Management Group first reported a position in SYK in Q2 2023 and has held it in 3 quarters since. The position peaked at $217K in Q2 2023. 1,883 funds tracked by Wall St. Rank hold SYK as of Q4 2023.

  • Provence Wealth Management Group held 700 shares of Stryker worth $210K as of Q4 2023.
  • Provence Wealth Management Group sold 41 Stryker shares in Q4 2023, an estimated $11.5K.
  • Stryker made up 0.11% of Provence Wealth Management Group's portfolio in Q4 2023, its #156 holding.
  • Provence Wealth Management Group first reported a position in Stryker in Q2 2023 and has held it in 3 quarters since.
  • Provence Wealth Management Group's Stryker position peaked at $217K in Q2 2023.
  • 1,883 funds tracked by Wall St. Rank held Stryker as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.