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Transform Wealth’s Stryker SYK Stock Holding History

Transform Wealth’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
Q2 		– Sell
-625
Closed -$224K – 229
2024
Q1 		$224K Sell
625
-1,373
-69% -$462K 0.02% 209
2023
Q4 		$600K Sell
1,998
-88
-4% -$24.7K 0.06% 160
2023
Q3 		$572K Sell
2,086
-283
-12% -$81.2K 0.06% 159
2023
Q2 		$725K Sell
2,369
-16
-0.7% -$4.62K 0.07% 154
2023
Q1 		$683K Buy
2,385
+77
+3% +$20.4K 0.06% 152
2022
Q4 		$566K Buy
2,308
+104
+5% +$23.6K 0.06% 139
2022
Q3 		$448K Sell
2,204
-40
-2% -$8.41K 0.06% 129
2022
Q2 		$448K Sell
2,244
-140
-6% -$32.9K 0.07% 136
2022
Q1 		$637K Sell
2,384
-72
-3% -$18.6K 0.07% 138
2021
Q4 		$657K Sell
2,456
-330
-12% -$86.6K 0.07% 142
2021
Q3 		$735K Sell
2,786
-337
-11% -$90.1K 0.08% 138
2021
Q2 		$811K Sell
3,123
-399
-11% -$102K 0.1% 137
2021
Q1 		$858K Sell
3,522
-59
-2% -$14.1K 0.17% 108
2020
Q4 		$877K Sell
3,581
-609
-15% -$138K 0.18% 107
2020
Q3 		$873K Sell
4,190
-161
-4% -$31.3K 0.14% 108
2020
Q2 		$784K Sell
4,351
-759
-15% -$140K 0.13% 110
2020
Q1 		$851K Buy
5,110
+90
+2% +$17.6K 0.18% 113
2019
Q4 		$1.05M Buy
5,020
+1,507
+43% +$313K 0.17% 117
2019
Q3 		$760K Sell
3,513
-3,641
-51% -$781K 0.13% 126
2019
Q2 		$1.47M Buy
+7,154
New +$1.37M 0.22% 108
2018
Q1 		– Sell
-2,998
Closed -$464K – 254
2017
Q4 		$464K Sell
2,998
-63
-2% -$9.61K 0.09% 188
2017
Q3 		$435K Buy
+3,061
New +$439K 0.15% 156
2017
Q2 		– Sell
-7,720
Closed -$1.02M – 163
2017
Q1 		$1.02M Buy
+7,720
New +$975K 0.38% 94

Other funds holding SYK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Transform Wealth's SYK Position: Q2 2024 in Review

Transform Wealth sold out of Stryker (SYK) in Q2 2024, closing a stake of 625 shares — an estimated $224K sold.

Transform Wealth first reported a position in SYK in Q1 2017 and held it in 23 quarters. The position peaked at $1.47M in Q2 2019. 1,987 funds tracked by Wall St. Rank hold SYK as of Q2 2024.

  • Transform Wealth reported no remaining Stryker position as of Q2 2024 after selling out during the quarter.
  • Transform Wealth sold 625 Stryker shares in Q2 2024, an estimated $224K.
  • Transform Wealth first reported a position in Stryker in Q1 2017 and held it in 23 quarters.
  • Transform Wealth's Stryker position peaked at $1.47M in Q2 2019.
  • 1,987 funds tracked by Wall St. Rank held Stryker as of Q2 2024.

Based on Transform Wealth's 13F filing for Q2 2024, filed 15 Jul 2024.