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Rockefeller Financial Services’s Stryker SYK Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$1.23M Sell
7,936
-563
-7% -$85.9K 0.02% 217
2017
Q3 		$1.21M Sell
8,499
-466
-5% -$66.8K 0.02% 188
2017
Q2 		$1.24M Hold
8,965
– – 0.02% 167
2017
Q1 		$1.18M Buy
8,965
+1,482
+20% +$187K 0.02% 175
2016
Q4 		$897K Sell
7,483
-2,208
-23% -$254K 0.02% 205
2016
Q3 		$1.13M Sell
9,691
-314
-3% -$36.6K 0.02% 183
2016
Q2 		$1.2M Buy
10,005
+4,380
+78% +$490K 0.02% 180
2016
Q1 		$604K Hold
5,625
– – 0.01% 227
2015
Q4 		$523K Hold
5,625
– – 0.01% 248
2015
Q3 		$529K Hold
5,625
– – 0.01% 240
2015
Q2 		$538K Buy
5,625
+1,200
+27% +$114K 0.01% 236
2015
Q1 		$408K Hold
4,425
– – 0.01% 266
2014
Q4 		$417K Hold
4,425
– – 0.01% 251
2014
Q3 		$357K Sell
4,425
-13,454
-75% -$1.11M 0.01% 276
2014
Q2 		$1.51M Buy
17,879
+1,090
+6% +$89K 0.03% 196
2014
Q1 		$1.37M Sell
16,789
-266
-2% -$21.2K 0.03% 206
2013
Q4 		$1.28M Buy
17,055
+2,419
+17% +$176K 0.03% 219
2013
Q3 		$989K Buy
14,636
+2,088
+17% +$144K 0.02% 228
2013
Q2 		$812K Buy
+12,548
New +$833K 0.02% 227

Other funds holding SYK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Rockefeller Financial Services's SYK Position: Q4 2017 in Review

Rockefeller Financial Services reduced its Stryker (SYK) stake by 6.6% in Q4 2017, selling an estimated $85.9K and leaving 7,936 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #217.

Rockefeller Financial Services first reported a position in SYK in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.51M in Q2 2014. 1,126 funds tracked by Wall St. Rank hold SYK as of Q4 2017.

  • Rockefeller Financial Services held 7,936 shares of Stryker worth $1.23M as of Q4 2017.
  • Rockefeller Financial Services sold 563 Stryker shares in Q4 2017, an estimated $85.9K.
  • Stryker made up 0.02% of Rockefeller Financial Services's portfolio in Q4 2017, its #217 holding.
  • Rockefeller Financial Services first reported a position in Stryker in Q2 2013 and has held it in 19 quarters since.
  • Rockefeller Financial Services's Stryker position peaked at $1.51M in Q2 2014.
  • 1,126 funds tracked by Wall St. Rank held Stryker as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.