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Aspiriant LLC’s Intuitive Surgical ISRG Stock Holding History

Aspiriant 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
Q4 		– Sell
-1,120
Closed -$210K – 285
2022
Q3 		$210K Sell
1,120
-16
-1% -$3.44K 0.01% 246
2022
Q2 		$228K Buy
+1,136
New +$267K 0.01% 248
2022
Q1 		– Sell
-567
Closed -$203K – 288
2021
Q4 		$203K Buy
+567
New +$195K 0.01% 274

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Aspiriant LLC's ISRG Position: Q4 2022 in Review

Aspiriant LLC sold out of Intuitive Surgical (ISRG) in Q4 2022, closing a stake of 1,120 shares — an estimated $210K sold.

Aspiriant LLC first reported a position in ISRG in Q4 2021 and held it in 3 quarters. The position peaked at $228K in Q2 2022. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

  • Aspiriant LLC reported no remaining Intuitive Surgical position as of Q4 2022 after selling out during the quarter.
  • Aspiriant LLC sold 1,120 Intuitive Surgical shares in Q4 2022, an estimated $210K.
  • Aspiriant LLC first reported a position in Intuitive Surgical in Q4 2021 and held it in 3 quarters.
  • Aspiriant LLC's Intuitive Surgical position peaked at $228K in Q2 2022.
  • 1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Aspiriant LLC's 13F filing for Q4 2022, filed 23 Jan 2023.