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SVA Wealth Management’s Stryker SYK Stock Holding History

SVA 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
2020
Q4 		$7.21M Sell
29,422
-4,027
-12% -$912K 0.63% 31
2020
Q3 		$6.97M Sell
33,449
-426
-1% -$82.8K 0.69% 30
2020
Q2 		$6.1M Buy
33,875
+20
+0.1% +$3.69K 0.65% 33
2020
Q1 		$5.64M Sell
33,855
-1,694
-5% -$331K 0.65% 31
2019
Q4 		$7.46M Sell
35,549
-407
-1% -$84.5K 0.68% 29
2019
Q3 		$7.78M Sell
35,956
-6
-0% -$1.29K 0.76% 26
2019
Q2 		$7.39M Sell
35,962
-6,266
-15% -$1.2M 0.73% 25
2019
Q1 		$8.34M Sell
42,228
-58
-0.1% -$10.4K 0.81% 25
2018
Q4 		$6.63M Buy
42,286
+19
+0% +$3.18K 0.75% 31
2018
Q3 		$7.51M Sell
42,267
-725
-2% -$124K 0.76% 33
2018
Q2 		$7.26M Buy
42,992
+263
+0.6% +$44.2K 0.78% 31
2018
Q1 		$6.07M Buy
42,729
+782
+2% +$126K 0.75% 37
2017
Q4 		$6.5M Sell
41,947
-782
-2% -$119K 0.76% 38
2017
Q3 		$6.07M Sell
42,729
-810
-2% -$116K 0.75% 37
2017
Q2 		$6.04M Buy
43,539
+430
+1% +$59K 0.78% 36
2017
Q1 		$5.67M Sell
43,109
-2,125
-5% -$268K 0.77% 37
2016
Q4 		$5.42M Sell
45,234
-1,280
-3% -$147K 0.81% 37
2016
Q3 		$5.42M Buy
46,514
+900
+2% +$105K 0.84% 35
2016
Q2 		$5.47M Buy
45,614
+13
+0% +$1.45K 0.88% 33
2016
Q1 		$4.89M Sell
45,601
-1,546
-3% -$152K 0.81% 38
2015
Q4 		$4.38M Sell
47,147
-325
-0.7% -$31.1K 0.76% 40
2015
Q3 		$4.47M Buy
47,472
+4,303
+10% +$426K 0.83% 38
2015
Q2 		$4.13M Sell
43,169
-725
-2% -$68.7K 0.76% 47
2015
Q1 		$4.05M Buy
43,894
+40,141
+1,070% +$3.74M 0.74% 47
2014
Q4 		$354K Buy
+3,753
New +$333K 0.13% 138
2014
Q3 		– Sell
-2,471
Closed -$208K – 166
2014
Q2 		$208K Buy
+2,471
New +$202K 0.09% 156

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 $10.2B AUM 2.09% 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

SVA Wealth Management's SYK Position: Q4 2020 in Review

SVA Wealth Management reduced its Stryker (SYK) stake by 12% in Q4 2020, selling an estimated $912K and leaving 29,422 shares worth $7.21M. The position accounts for 0.63% of the portfolio, ranked #31.

SVA Wealth Management first reported a position in SYK in Q2 2014 and has held it in 26 quarters since. The position peaked at $8.34M in Q1 2019. 1,500 funds tracked by Wall St. Rank hold SYK as of Q4 2020.

  • SVA Wealth Management held 29,422 shares of Stryker worth $7.21M as of Q4 2020.
  • SVA Wealth Management sold 4,027 Stryker shares in Q4 2020, an estimated $912K.
  • Stryker made up 0.63% of SVA Wealth Management's portfolio in Q4 2020, its #31 holding.
  • SVA Wealth Management first reported a position in Stryker in Q2 2014 and has held it in 26 quarters since.
  • SVA Wealth Management's Stryker position peaked at $8.34M in Q1 2019.
  • 1,500 funds tracked by Wall St. Rank held Stryker as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.