TrueWealth LLC’s Stryker SYK Stock Holding History

TrueWealth LLC’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 Q2	$134K	Sell	745 -17	-2%	-$3.14K	0.06%	176
2020 Q1	$127K	Hold	762	–	–	0.06%	166
2019 Q4	$160K	Hold	762	–	–	0.06%	160
2019 Q3	$165K	Hold	762	–	–	0.07%	150
2019 Q2	$157K	Hold	762	–	–	0.07%	153
2019 Q1	$151K	Hold	762	–	–	0.07%	158
2018 Q4	$119K	Sell	762 -5	-0.7%	-$836	0.06%	175
2018 Q3	$136K	Buy	767 +50	+7%	+$8.54K	0.06%	171
2018 Q2	$121K	Buy	717 +15	+2%	+$2.52K	0.06%	180
2018 Q1	$113K	Sell	702 -9	-1%	-$1.45K	0.06%	180
2017 Q4	$110K	Buy	+711	New	+$108K	0.05%	199

Other funds holding SYK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TrueWealth LLC's SYK Position: Q2 2020 in Review

TrueWealth LLC reduced its Stryker (SYK) stake by 2.2% in Q2 2020, selling an estimated $3.14K and leaving 745 shares worth $134K. The position accounts for 0.06% of the portfolio, ranked #176.

TrueWealth LLC first reported a position in SYK in Q4 2017 and has held it in 11 quarters since. The position peaked at $165K in Q3 2019. 1,405 funds tracked by Wall St. Rank hold SYK as of Q2 2020.

TrueWealth LLC held 745 shares of Stryker worth $134K as of Q2 2020.
TrueWealth LLC sold 17 Stryker shares in Q2 2020, an estimated $3.14K.
Stryker made up 0.06% of TrueWealth LLC's portfolio in Q2 2020, its #176 holding.
TrueWealth LLC first reported a position in Stryker in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Stryker position peaked at $165K in Q3 2019.
1,405 funds tracked by Wall St. Rank held Stryker as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.