Wharton Business Group’s Stryker SYK Stock Holding History

Wharton Business 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
2018 Q1	–	Sell	-9,630	Closed	-$1.49M	–	106
2017 Q4	$1.49M	Hold	9,630	–	–	0.15%	55
2017 Q3	$1.37M	Hold	9,630	–	–	0.14%	55
2017 Q2	$1.34M	Hold	9,630	–	–	0.14%	59
2017 Q1	$1.27M	Hold	9,630	–	–	0.14%	64
2016 Q4	$1.15M	Hold	9,630	–	–	0.14%	67
2016 Q3	$1.12M	Hold	9,630	–	–	0.14%	72
2016 Q2	$1.15M	Sell	9,630 -305	-3%	-$34.1K	0.14%	78
2016 Q1	$1.07M	Hold	9,935	–	–	0.12%	79
2015 Q4	$923K	Hold	9,935	–	–	0.09%	87
2015 Q3	$935K	Hold	9,935	–	–	0.09%	86
2015 Q2	$949K	Sell	9,935 -14,230	-59%	-$1.35M	0.06%	92
2015 Q1	$2.23M	Hold	24,165	–	–	0.18%	74
2014 Q4	$2.28M	Hold	24,165	–	–	0.19%	74
2014 Q3	$1.95M	Hold	24,165	–	–	0.17%	85
2014 Q2	$2.04M	Hold	24,165	–	–	0.22%	80
2014 Q1	$1.97M	Hold	24,165	–	–	0.16%	95
2013 Q4	$1.82M	Sell	24,165 -1,090	-4%	-$79.5K	0.15%	92
2013 Q3	$1.71M	Sell	25,255 -1,420	-5%	-$98K	0.14%	90
2013 Q2	$1.73M	Buy	+26,675	New	+$1.77M	0.15%	89

Other funds holding SYK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Wharton Business Group's SYK Position: Q1 2018 in Review

Wharton Business Group sold out of Stryker (SYK) in Q1 2018, closing a stake of 9,630 shares — an estimated $1.49M sold.

Wharton Business Group first reported a position in SYK in Q2 2013 and held it in 19 quarters. The position peaked at $2.28M in Q4 2014. 1,149 funds tracked by Wall St. Rank hold SYK as of Q1 2018.

Wharton Business Group reported no remaining Stryker position as of Q1 2018 after selling out during the quarter.
Wharton Business Group sold 9,630 Stryker shares in Q1 2018, an estimated $1.49M.
Wharton Business Group first reported a position in Stryker in Q2 2013 and held it in 19 quarters.
Wharton Business Group's Stryker position peaked at $2.28M in Q4 2014.
1,149 funds tracked by Wall St. Rank held Stryker as of Q1 2018.

Based on Wharton Business Group's 13F filing for Q1 2018, filed 3 May 2018.