5L
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55I LLC’s Intuitive Surgical ISRG Stock Holding History

55I LLC’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.26M Buy
6,738
+5,326
+377% +$1.14M 0.04% 225
2022
Q2 		$283K Buy
1,412
+535
+61% +$126K 0.01% 450
2022
Q1 		$265K Buy
877
+95
+12% +$27.8K 0.01% 452
2021
Q4 		$281K Buy
782
+104
+15% +$35.8K 0.01% 427
2021
Q3 		$225K Sell
678
-21
-3% -$7.05K 0.01% 447
2021
Q2 		$214K Buy
+699
New +$196K 0.01% 378

Other funds holding ISRG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

55I LLC's ISRG Position: Q3 2022 in Review

55I LLC increased its Intuitive Surgical (ISRG) stake by 377% in Q3 2022, buying an estimated $1.14M and bringing the position to 6,738 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #225.

55I LLC first reported a position in ISRG in Q2 2021 and has held it in 6 quarters since. 1,308 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

  • 55I LLC held 6,738 shares of Intuitive Surgical worth $1.26M as of Q3 2022.
  • 55I LLC bought 5,326 Intuitive Surgical shares in Q3 2022, an estimated $1.14M.
  • Intuitive Surgical made up 0.04% of 55I LLC's portfolio in Q3 2022, its #225 holding.
  • 55I LLC first reported a position in Intuitive Surgical in Q2 2021 and has held it in 6 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.