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Wealthspire Advisors (Maryland)’s Stryker SYK Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$599K Sell
2,876
-43,508
-94% -$8.46M 0.02% 238
2020
Q2 		$8.36M Buy
46,384
+453
+1% +$83.6K 0.6% 28
2020
Q1 		$7.65M Buy
45,931
+5,022
+12% +$981K 0.67% 27
2019
Q4 		$8.59M Buy
40,909
+6,362
+18% +$1.32M 0.58% 32
2019
Q3 		$7.47M Buy
34,547
+29
+0.1% +$6.22K 0.55% 34
2019
Q2 		$7.1M Buy
34,518
+31,979
+1,260% +$6.11M 0.53% 35
2019
Q1 		$502K Buy
2,539
+754
+42% +$136K 0.04% 250
2018
Q4 		$280K Buy
1,785
+11
+0.6% +$1.84K 0.02% 337
2018
Q3 		$315K Buy
1,774
+8
+0.5% +$1.37K 0.03% 347
2018
Q2 		$298K Buy
1,766
+96
+6% +$16.1K 0.03% 365
2018
Q1 		$269K Sell
1,670
-50
-3% -$8.06K 0.03% 390
2017
Q4 		$266K Buy
1,720
+393
+30% +$60K 0.03% 402
2017
Q3 		$188K Buy
1,327
+35
+3% +$5.02K 0.02% 496
2017
Q2 		$179K Buy
1,292
+144
+13% +$19.8K 0.02% 491
2017
Q1 		$151K Sell
1,148
-79
-6% -$9.98K 0.02% 473
2016
Q4 		$147K Sell
1,227
-146
-11% -$16.8K 0.02% 467
2016
Q3 		$160K Sell
1,373
-37
-3% -$4.31K 0.02% 446
2016
Q2 		$169K Buy
1,410
+378
+37% +$42.3K 0.03% 408
2016
Q1 		$111K Sell
1,032
-230
-18% -$22.7K 0.02% 502
2015
Q4 		$117K Buy
+1,262
New +$121K 0.02% 491

Other funds holding SYK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SYK Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Stryker (SYK) stake by 94% in Q3 2020, selling an estimated $8.46M and leaving 2,876 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #238.

Wealthspire Advisors (Maryland) first reported a position in SYK in Q4 2015 and has held it in 20 quarters since. The position peaked at $8.59M in Q4 2019. 1,399 funds tracked by Wall St. Rank hold SYK as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,876 shares of Stryker worth $599K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 43,508 Stryker shares in Q3 2020, an estimated $8.46M.
  • Stryker made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #238 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Stryker in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Stryker position peaked at $8.59M in Q4 2019.
  • 1,399 funds tracked by Wall St. Rank held Stryker as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.