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Valley Forge Asset Management’s Stryker SYK Stock Holding History

Valley Forge Asset 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
2015
Q3 		– Sell
-109,341
Closed -$10.4M – 108
2015
Q2 		$10.4M Sell
109,341
-11,399
-9% -$1.08M 1.4% 39
2015
Q1 		$11.1M Buy
120,740
+4,625
+4% +$430K 1.38% 42
2014
Q4 		$11M Buy
116,115
+725
+0.6% +$64.3K 1.3% 42
2014
Q3 		$9.32M Buy
+115,390
New +$9.49M 1.14% 47

Other funds holding SYK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valley Forge Asset Management's SYK Position: Q3 2015 in Review

Valley Forge Asset Management sold out of Stryker (SYK) in Q3 2015, closing a stake of 109,341 shares — an estimated $10.4M sold.

Valley Forge Asset Management first reported a position in SYK in Q3 2014 and held it in 4 quarters. The position peaked at $11.1M in Q1 2015. 897 funds tracked by Wall St. Rank hold SYK as of Q3 2015.

  • Valley Forge Asset Management reported no remaining Stryker position as of Q3 2015 after selling out during the quarter.
  • Valley Forge Asset Management sold 109,341 Stryker shares in Q3 2015, an estimated $10.4M.
  • Valley Forge Asset Management first reported a position in Stryker in Q3 2014 and held it in 4 quarters.
  • Valley Forge Asset Management's Stryker position peaked at $11.1M in Q1 2015.
  • 897 funds tracked by Wall St. Rank held Stryker as of Q3 2015.

Based on Valley Forge Asset Management's 13F filing for Q3 2015, filed 13 Nov 2015.