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Walled Lake Planning & Wealth Management’s Stryker SYK Stock Holding History

Walled Lake Planning & Wealth 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
2021
Q4 		– Sell
-100
Closed -$26K – 287
2021
Q3 		$26K Buy
+100
New +$26.7K 0.02% 205
2020
Q1 		– Sell
-19
Closed -$4K – 358
2019
Q4 		$4K Buy
+19
New +$3.94K ﹤0.01% 242

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Walled Lake Planning & Wealth Management's SYK Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Stryker (SYK) in Q4 2021, closing a stake of 100 shares — an estimated $26K sold.

Walled Lake Planning & Wealth Management first reported a position in SYK in Q4 2019 and held it in 2 quarters. The position peaked at $26K in Q3 2021. 1,654 funds tracked by Wall St. Rank hold SYK as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Stryker position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 100 Stryker shares in Q4 2021, an estimated $26K.
  • Walled Lake Planning & Wealth Management first reported a position in Stryker in Q4 2019 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Stryker position peaked at $26K in Q3 2021.
  • 1,654 funds tracked by Wall St. Rank held Stryker as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.