Sweet Financial Partners’s Stryker SYK Stock Holding History

Sweet Financial Partners’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 Q3	$702K	Hold	1,943	–	–	0.15%	105
2024 Q2	$661K	Hold	1,943	–	–	0.15%	103
2024 Q1	$695K	Sell	1,943 -99	-5%	-$33.3K	0.16%	101
2023 Q4	$612K	Hold	2,042	–	–	0.15%	105
2023 Q3	$558K	Buy	2,042 +21	+1%	+$6.02K	0.15%	95
2023 Q2	$617K	Buy	2,021 +11	+0.5%	+$3.18K	0.16%	92
2023 Q1	$574K	Hold	2,010	–	–	0.16%	96
2022 Q4	$491K	Hold	2,010	–	–	0.14%	103
2022 Q3	$407K	Buy	2,010 +11	+0.6%	+$2.31K	0.13%	103
2022 Q2	$398K	Sell	1,999 -3	-0.1%	-$705	0.12%	109
2022 Q1	$535K	Buy	2,002 +65	+3%	+$16.8K	0.14%	90
2021 Q4	$518K	Buy	+1,937	New	+$508K	0.22%	67

Other funds holding SYK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sweet Financial Partners's SYK Position: Q3 2024 in Review

Sweet Financial Partners held its Stryker (SYK) position steady in Q3 2024 at 1,943 shares worth $702K. The position accounts for 0.15% of the portfolio, ranked #105.

Sweet Financial Partners first reported a position in SYK in Q4 2021 and has held it in 12 quarters since. 2,036 funds tracked by Wall St. Rank hold SYK as of Q3 2024.

Sweet Financial Partners held 1,943 shares of Stryker worth $702K as of Q3 2024.
Sweet Financial Partners left its Stryker share count unchanged in Q3 2024.
Stryker made up 0.15% of Sweet Financial Partners's portfolio in Q3 2024, its #105 holding.
Sweet Financial Partners first reported a position in Stryker in Q4 2021 and has held it in 12 quarters since.
2,036 funds tracked by Wall St. Rank held Stryker as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.