WR Wealth Planners’s Stryker SYK Stock Holding History

WR Wealth Planners’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
2024 Q4	$158K	Sell	439 -29	-6%	-$10.7K	0.05%	179
2024 Q3	$169K	Sell	468 -21	-4%	-$7.25K	0.05%	207
2024 Q2	$166K	Sell	489 -52	-10%	-$17.6K	0.05%	194
2024 Q1	$194K	Buy	+541	New	+$182K	0.06%	176
2023 Q4	–	Sell	-501	Closed	-$137K	–	781
2023 Q3	$137K	Buy	501 +5	+1%	+$1.43K	0.05%	204
2023 Q2	$151K	Sell	496 -6	-1%	-$1.73K	0.06%	196
2023 Q1	$143K	Buy	502 +325	+184%	+$86.2K	0.06%	189
2022 Q4	$43.3K	Hold	177	–	–	0.03%	173
2022 Q3	$35.9K	Sell	177 -68	-28%	-$14.3K	0.03%	182
2022 Q2	$48.6K	Buy	245 +1	+0.4%	+$235	0.03%	175
2022 Q1	$65.3K	Buy	+244	New	+$63.1K	0.04%	156

Other funds holding SYK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WR Wealth Planners's SYK Position: Q4 2024 in Review

WR Wealth Planners reduced its Stryker (SYK) stake by 6.2% in Q4 2024, selling an estimated $10.7K and leaving 439 shares worth $158K. The position accounts for 0.05% of the portfolio, ranked #179.

WR Wealth Planners first reported a position in SYK in Q1 2022 and has held it in 11 quarters since. The position peaked at $194K in Q1 2024. 2,196 funds tracked by Wall St. Rank hold SYK as of Q4 2024.

WR Wealth Planners held 439 shares of Stryker worth $158K as of Q4 2024.
WR Wealth Planners sold 29 Stryker shares in Q4 2024, an estimated $10.7K.
Stryker made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #179 holding.
WR Wealth Planners first reported a position in Stryker in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Stryker position peaked at $194K in Q1 2024.
2,196 funds tracked by Wall St. Rank held Stryker as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.