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Sugarloaf Wealth Management’s Stryker SYK Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$179K Buy
496
+50
+11% +$18.5K 0.03% 179
2024
Q3 		$161K Buy
446
+110
+33% +$38K 0.03% 199
2024
Q2 		$114K Buy
336
+1
+0.3% +$339 0.02% 218
2024
Q1 		$120K Buy
335
+326
+3,622% +$110K 0.02% 214
2023
Q4 		$2.69K Hold
9
– – ﹤0.01% 586
2023
Q3 		$2.46K Hold
9
– – ﹤0.01% 590
2023
Q2 		$2.75K Hold
9
– – ﹤0.01% 597
2023
Q1 		$2.57K Sell
9
-17
-65% -$4.51K ﹤0.01% 601
2022
Q4 		$6.43K Buy
26
+11
+73% +$2.5K ﹤0.01% 548
2022
Q3 		$3K Hold
15
– – ﹤0.01% 688
2022
Q2 		$3K Buy
15
+1
+7% +$235 ﹤0.01% 677
2022
Q1 		$4K Sell
14
-1
-7% -$259 ﹤0.01% 602
2021
Q4 		$4K Sell
15
-72
-83% -$18.9K ﹤0.01% 625
2021
Q3 		$23K Buy
87
+42
+93% +$11.2K 0.01% 404
2021
Q2 		$11K Buy
45
+31
+221% +$7.93K ﹤0.01% 491
2021
Q1 		$3 Hold
14
– – ﹤0.01% 648
2020
Q4 		$3K Hold
14
– – ﹤0.01% 614
2020
Q3 		$3K Hold
14
– – ﹤0.01% 590
2020
Q2 		$3K Hold
14
– – ﹤0.01% 582
2020
Q1 		$2K Hold
14
– – ﹤0.01% 616
2019
Q4 		$3K Buy
+14
New +$2.91K ﹤0.01% 611

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sugarloaf Wealth Management's SYK Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Stryker (SYK) stake by 11% in Q4 2024, buying an estimated $18.5K and bringing the position to 496 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #179.

Sugarloaf Wealth Management first reported a position in SYK in Q4 2019 and has held it in 21 quarters since. 2,195 funds tracked by Wall St. Rank hold SYK as of Q4 2024.

  • Sugarloaf Wealth Management held 496 shares of Stryker worth $179K as of Q4 2024.
  • Sugarloaf Wealth Management bought 50 Stryker shares in Q4 2024, an estimated $18.5K.
  • Stryker made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #179 holding.
  • Sugarloaf Wealth Management first reported a position in Stryker in Q4 2019 and has held it in 21 quarters since.
  • 2,195 funds tracked by Wall St. Rank held Stryker as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.