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Willingdon Wealth Management’s Stryker SYK Stock Holding History

Willingdon 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
2020
Q1 		– Sell
-18
Closed -$4K – 378
2019
Q4 		$4K Hold
18
– – ﹤0.01% 295
2019
Q3 		$4K Buy
+18
New +$3.86K ﹤0.01% 293
2018
Q2 		– Sell
-34
Closed -$5K – 349
2018
Q1 		$5K Hold
34
– – ﹤0.01% 305
2017
Q4 		$5K Hold
34
– – ﹤0.01% 293
2017
Q3 		$5K Buy
+34
New +$4.88K ﹤0.01% 259
2014
Q3 		– Sell
-10,100
Closed -$852K – 94
2014
Q2 		$852K Buy
+10,100
New +$825K 0.59% 68

Other funds holding SYK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Willingdon Wealth Management's SYK Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Stryker (SYK) in Q1 2020, closing a stake of 18 shares — an estimated $4K sold.

Willingdon Wealth Management first reported a position in SYK in Q2 2014 and held it in 6 quarters. The position peaked at $852K in Q2 2014. 1,355 funds tracked by Wall St. Rank hold SYK as of Q1 2020.

  • Willingdon Wealth Management reported no remaining Stryker position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 18 Stryker shares in Q1 2020, an estimated $4K.
  • Willingdon Wealth Management first reported a position in Stryker in Q2 2014 and held it in 6 quarters.
  • Willingdon Wealth Management's Stryker position peaked at $852K in Q2 2014.
  • 1,355 funds tracked by Wall St. Rank held Stryker as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.