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Cerity Partners OCIO’s Intuitive Surgical ISRG Stock Holding History

Cerity Partners OCIO’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 		$718K Buy
2,707
+87
+3% +$21.2K 0.02% 283
2022
Q3 		$491K Buy
2,620
+142
+6% +$30.5K 0.02% 317
2022
Q2 		$497K Sell
2,478
-454
-15% -$107K 0.02% 305
2022
Q1 		$885K Buy
+2,932
New +$857K 0.03% 251

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

Cerity Partners OCIO's ISRG Position: Q4 2022 in Review

Cerity Partners OCIO increased its Intuitive Surgical (ISRG) stake by 3.3% in Q4 2022, buying an estimated $21.2K and bringing the position to 2,707 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #283.

Cerity Partners OCIO first reported a position in ISRG in Q1 2022 and has held it in 4 quarters since. The position peaked at $885K in Q1 2022. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

  • Cerity Partners OCIO held 2,707 shares of Intuitive Surgical worth $718K as of Q4 2022.
  • Cerity Partners OCIO bought 87 Intuitive Surgical shares in Q4 2022, an estimated $21.2K.
  • Intuitive Surgical made up 0.02% of Cerity Partners OCIO's portfolio in Q4 2022, its #283 holding.
  • Cerity Partners OCIO first reported a position in Intuitive Surgical in Q1 2022 and has held it in 4 quarters since.
  • Cerity Partners OCIO's Intuitive Surgical position peaked at $885K in Q1 2022.
  • 1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.