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Wallace Advisory Group’s Stryker SYK Stock Holding History

Wallace Advisory Group’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
-1,346
Closed -$411K – 175
2023
Q3 		$411K Hold
1,346
– – 0.29% 92
2023
Q2 		$384K Hold
1,346
– – 0.29% 97
2023
Q1 		$384K Buy
1,346
+2
+0.1% +$531 0.29% 97
2022
Q4 		$329K Buy
+1,344
New +$305K 0.26% 106

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

Wallace Advisory Group's SYK Position: Q4 2023 in Review

Wallace Advisory Group sold out of Stryker (SYK) in Q4 2023, closing a stake of 1,346 shares — an estimated $411K sold.

Wallace Advisory Group first reported a position in SYK in Q4 2022 and held it in 4 quarters. The position peaked at $411K in Q3 2023. 1,882 funds tracked by Wall St. Rank hold SYK as of Q4 2023.

  • Wallace Advisory Group reported no remaining Stryker position as of Q4 2023 after selling out during the quarter.
  • Wallace Advisory Group sold 1,346 Stryker shares in Q4 2023, an estimated $411K.
  • Wallace Advisory Group first reported a position in Stryker in Q4 2022 and held it in 4 quarters.
  • Wallace Advisory Group's Stryker position peaked at $411K in Q3 2023.
  • 1,882 funds tracked by Wall St. Rank held Stryker as of Q4 2023.

Based on Wallace Advisory Group's 13F filing for Q4 2023, filed 9 Jan 2024.