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Sterling Financial Planning’s Stryker SYK Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-626
Closed -$165K – 359
2021
Q3 		$165K Sell
626
-52
-8% -$13.9K 0.11% 100
2021
Q2 		$176K Buy
678
+1
+0.1% +$256 0.11% 92
2021
Q1 		$165K Hold
677
– – 0.12% 87
2020
Q4 		$166K Buy
+677
New +$153K 0.13% 80

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sterling Financial Planning's SYK Position: Q4 2021 in Review

Sterling Financial Planning sold out of Stryker (SYK) in Q4 2021, closing a stake of 626 shares — an estimated $165K sold.

Sterling Financial Planning first reported a position in SYK in Q4 2020 and held it in 4 quarters. The position peaked at $176K in Q2 2021. 1,654 funds tracked by Wall St. Rank hold SYK as of Q4 2021.

  • Sterling Financial Planning reported no remaining Stryker position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 626 Stryker shares in Q4 2021, an estimated $165K.
  • Sterling Financial Planning first reported a position in Stryker in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Stryker position peaked at $176K in Q2 2021.
  • 1,654 funds tracked by Wall St. Rank held Stryker as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.