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Roosevelt Investment Group’s Stryker SYK Stock Holding History

Roosevelt Investment 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
2022
Q3 		$12.2M Buy
60,389
+425
+0.7% +$89.4K 0.88% 42
2022
Q2 		$11.9M Buy
59,964
+100
+0.2% +$23.5K 0.86% 41
2022
Q1 		$16M Buy
59,864
+6,490
+12% +$1.68M 0.96% 39
2021
Q4 		$14.3M Sell
53,374
-4,032
-7% -$1.06M 0.79% 44
2021
Q3 		$15.1M Sell
57,406
-1,132
-2% -$303K 0.94% 44
2021
Q2 		$15.2M Buy
58,538
+987
+2% +$252K 0.92% 43
2021
Q1 		$14M Buy
57,551
+1,842
+3% +$442K 0.92% 43
2020
Q4 		$13.7M Sell
55,709
-321
-0.6% -$72.7K 0.97% 42
2020
Q3 		$11.7M Buy
56,030
+21,300
+61% +$4.14M 0.95% 40
2020
Q2 		$6.26M Sell
34,730
-6,069
-15% -$1.12M 0.62% 47
2020
Q1 		$6.79M Buy
40,799
+1,141
+3% +$223K 0.78% 42
2019
Q4 		$8.33M Buy
39,658
+446
+1% +$92.6K 0.86% 41
2019
Q3 		$8.48M Buy
39,212
+462
+1% +$99.1K 0.97% 39
2019
Q2 		$7.97M Buy
38,750
+6,641
+21% +$1.27M 0.93% 42
2019
Q1 		$6.34M Buy
+32,109
New +$5.78M 0.79% 41

Other funds holding SYK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Roosevelt Investment Group's SYK Position: Q3 2022 in Review

Roosevelt Investment Group increased its Stryker (SYK) stake by 0.71% in Q3 2022, buying an estimated $89.4K and bringing the position to 60,389 shares worth $12.2M. The position accounts for 0.88% of the portfolio, ranked #42.

Roosevelt Investment Group first reported a position in SYK in Q1 2019 and has held it in 15 quarters since. The position peaked at $16M in Q1 2022. 1,531 funds tracked by Wall St. Rank hold SYK as of Q3 2022.

  • Roosevelt Investment Group held 60,389 shares of Stryker worth $12.2M as of Q3 2022.
  • Roosevelt Investment Group bought 425 Stryker shares in Q3 2022, an estimated $89.4K.
  • Stryker made up 0.88% of Roosevelt Investment Group's portfolio in Q3 2022, its #42 holding.
  • Roosevelt Investment Group first reported a position in Stryker in Q1 2019 and has held it in 15 quarters since.
  • Roosevelt Investment Group's Stryker position peaked at $16M in Q1 2022.
  • 1,531 funds tracked by Wall St. Rank held Stryker as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.