SFSG
SYK icon

Sound Financial Strategies Group’s Stryker SYK Stock Holding History

Sound Financial Strategies 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
2020
Q4 		– Sell
-1,961
Closed -$409K – 103
2020
Q3 		$409K Sell
1,961
-28
-1% -$5.44K 0.26% 51
2020
Q2 		$358K Sell
1,989
-19
-0.9% -$3.5K 0.23% 55
2020
Q1 		$334K Sell
2,008
-3,561
-64% -$696K 0.23% 51
2019
Q4 		$1.17M Buy
+5,569
New +$1.16M 0.74% 52

Other funds holding SYK

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sound Financial Strategies Group's SYK Position: Q4 2020 in Review

Sound Financial Strategies Group sold out of Stryker (SYK) in Q4 2020, closing a stake of 1,961 shares — an estimated $409K sold.

Sound Financial Strategies Group first reported a position in SYK in Q4 2019 and held it in 4 quarters. The position peaked at $1.17M in Q4 2019. 1,501 funds tracked by Wall St. Rank hold SYK as of Q4 2020.

  • Sound Financial Strategies Group reported no remaining Stryker position as of Q4 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 1,961 Stryker shares in Q4 2020, an estimated $409K.
  • Sound Financial Strategies Group first reported a position in Stryker in Q4 2019 and held it in 4 quarters.
  • Sound Financial Strategies Group's Stryker position peaked at $1.17M in Q4 2019.
  • 1,501 funds tracked by Wall St. Rank held Stryker as of Q4 2020.

Based on Sound Financial Strategies Group's 13F filing for Q4 2020, filed 22 Jan 2021.