WIP
SYK icon

Wellesley Investment Partners’s Stryker SYK Stock Holding History

Wellesley Investment Partners’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
2019
Q4 		– Sell
-1,864
Closed -$403K – 127
2019
Q3 		$403K Buy
1,864
+11
+0.6% +$2.36K 0.13% 75
2019
Q2 		$381K Sell
1,853
-750
-29% -$143K 0.13% 78
2019
Q1 		$514K Sell
2,603
-1,389
-35% -$250K 0.18% 75
2018
Q4 		$625K Sell
3,992
-109
-3% -$18.2K 0.22% 70
2018
Q3 		$728K Hold
4,101
– – 0.24% 71
2018
Q2 		$692K Hold
4,101
– – 0.24% 70
2018
Q1 		$660K Buy
4,101
+100
+2% +$16.1K 0.24% 70
2017
Q4 		$619K Hold
4,001
– – 0.23% 74
2017
Q3 		$568K Buy
4,001
+71
+2% +$10.2K 0.23% 73
2017
Q2 		$545K Hold
3,930
– – 0.23% 74
2017
Q1 		$517K Hold
3,930
– – 0.23% 73
2016
Q4 		$470K Buy
3,930
+1,190
+43% +$137K 0.23% 68
2016
Q3 		$319K Buy
2,740
+375
+16% +$43.7K 0.17% 81
2016
Q2 		$283K Hold
2,365
– – 0.15% 82
2016
Q1 		$254K Hold
2,365
– – 0.15% 85
2015
Q4 		$219K Buy
+2,365
New +$226K 0.15% 82

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 $10.2B AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellesley Investment Partners's SYK Position: Q4 2019 in Review

Wellesley Investment Partners sold out of Stryker (SYK) in Q4 2019, closing a stake of 1,864 shares — an estimated $403K sold.

Wellesley Investment Partners first reported a position in SYK in Q4 2015 and held it in 16 quarters. The position peaked at $728K in Q3 2018. 1,436 funds tracked by Wall St. Rank hold SYK as of Q4 2019.

  • Wellesley Investment Partners reported no remaining Stryker position as of Q4 2019 after selling out during the quarter.
  • Wellesley Investment Partners sold 1,864 Stryker shares in Q4 2019, an estimated $403K.
  • Wellesley Investment Partners first reported a position in Stryker in Q4 2015 and held it in 16 quarters.
  • Wellesley Investment Partners's Stryker position peaked at $728K in Q3 2018.
  • 1,436 funds tracked by Wall St. Rank held Stryker as of Q4 2019.

Based on Wellesley Investment Partners's 13F filing for Q4 2019, filed 7 Feb 2020.