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Trellis Advisors’s Stryker SYK Stock Holding History

Trellis Advisors’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
2023
Q4 		– Sell
-1,184
Closed -$324K – 66
2023
Q3 		$324K Hold
1,184
– – 0.15% 58
2023
Q2 		$361K Sell
1,184
-1
-0.1% -$289 0.16% 56
2023
Q1 		$338K Buy
1,185
+27
+2% +$7.16K 0.16% 59
2022
Q4 		$283K Buy
1,158
+21
+2% +$4.76K 0.15% 68
2022
Q3 		$230K Buy
1,137
+37
+3% +$7.78K 0.13% 66
2022
Q2 		$219K Buy
1,100
+5
+0.5% +$1.17K 0.12% 71
2022
Q1 		$293K Buy
1,095
+3
+0.3% +$776 0.15% 63
2021
Q4 		$292K Sell
1,092
-6
-0.5% -$1.57K 0.14% 64
2021
Q3 		$289K Sell
1,098
-1
-0.1% -$267 0.15% 63
2021
Q2 		$285K Hold
1,099
– – 0.15% 63
2021
Q1 		$268K Buy
1,099
+2
+0.2% +$480 0.15% 63
2020
Q4 		$269K Buy
1,097
+14
+1% +$3.17K 0.16% 61
2020
Q3 		$226K Sell
1,083
-30
-3% -$5.83K 0.16% 63
2020
Q2 		$201K Buy
+1,113
New +$205K 0.16% 63
2020
Q1 		– Sell
-1,044
Closed -$219K – 58
2019
Q4 		$219K Hold
1,044
– – 0.17% 50
2019
Q3 		$226K Hold
1,044
– – 0.19% 48
2019
Q2 		$215K Sell
1,044
-2
-0.2% -$382 0.18% 48
2019
Q1 		$206K Buy
+1,046
New +$188K 0.19% 44

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trellis Advisors's SYK Position: Q4 2023 in Review

Trellis Advisors sold out of Stryker (SYK) in Q4 2023, closing a stake of 1,184 shares — an estimated $324K sold.

Trellis Advisors first reported a position in SYK in Q1 2019 and held it in 18 quarters. The position peaked at $361K in Q2 2023. 1,883 funds tracked by Wall St. Rank hold SYK as of Q4 2023.

  • Trellis Advisors reported no remaining Stryker position as of Q4 2023 after selling out during the quarter.
  • Trellis Advisors sold 1,184 Stryker shares in Q4 2023, an estimated $324K.
  • Trellis Advisors first reported a position in Stryker in Q1 2019 and held it in 18 quarters.
  • Trellis Advisors's Stryker position peaked at $361K in Q2 2023.
  • 1,883 funds tracked by Wall St. Rank held Stryker as of Q4 2023.

Based on Trellis Advisors's 13F filing for Q4 2023.