Rikoon Group’s Stryker SYK Stock Holding History

Rikoon 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	$950K	Sell	3,890 -1,850	-32%	-$444K	0.25%	91
2020 Q4	$1.41M	Buy	5,740 +459	+9%	+$104K	0.39%	59
2020 Q3	$1.1M	Buy	5,281 +2,365	+81%	+$460K	0.34%	72
2020 Q2	$527K	Buy	2,916 +6	+0.2%	+$1.11K	0.18%	112
2020 Q1	$484K	Buy	2,910 +175	+6%	+$34.2K	0.2%	104
2019 Q4	$574K	Hold	2,735	–	–	0.2%	114
2019 Q3	$592K	Sell	2,735 -105	-4%	-$22.5K	0.22%	106
2019 Q2	$585K	Sell	2,840 -20	-0.7%	-$3.82K	0.22%	104
2019 Q1	$565K	Hold	2,860	–	–	0.21%	113
2018 Q4	$448K	Hold	2,860	–	–	0.19%	119
2018 Q3	$508K	Hold	2,860	–	–	0.18%	119
2018 Q2	$484K	Hold	2,860	–	–	0.18%	115
2018 Q1	$448K	Sell	2,860 -20	-0.7%	-$3.22K	0.18%	121
2017 Q4	$447K	Sell	2,880 -45	-2%	-$6.87K	0.18%	115
2017 Q3	$417K	Sell	2,925 -20	-0.7%	-$2.87K	0.18%	117
2017 Q2	$409K	Sell	2,945 -35	-1%	-$4.8K	0.18%	115
2017 Q1	$406K	Hold	2,980	–	–	0.18%	115
2016 Q4	$367K	Buy	+2,980	New	+$343K	0.16%	119

Other funds holding SYK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rikoon Group's SYK Position: Q1 2021 in Review

Rikoon Group reduced its Stryker (SYK) stake by 32% in Q1 2021, selling an estimated $444K and leaving 3,890 shares worth $950K. The position accounts for 0.25% of the portfolio, ranked #91.

Rikoon Group first reported a position in SYK in Q4 2016 and has held it in 18 quarters since. The position peaked at $1.41M in Q4 2020. 1,524 funds tracked by Wall St. Rank hold SYK as of Q1 2021.

Rikoon Group held 3,890 shares of Stryker worth $950K as of Q1 2021.
Rikoon Group sold 1,850 Stryker shares in Q1 2021, an estimated $444K.
Stryker made up 0.25% of Rikoon Group's portfolio in Q1 2021, its #91 holding.
Rikoon Group first reported a position in Stryker in Q4 2016 and has held it in 18 quarters since.
Rikoon Group's Stryker position peaked at $1.41M in Q4 2020.
1,524 funds tracked by Wall St. Rank held Stryker as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.