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H.L. Ormond & Company’s Intuitive Surgical ISRG Stock Holding History

H.L. Ormond & Company’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
Q2 		– Sell
-732
Closed -$221K – 94
2022
Q1 		$221K Buy
+732
New +$214K 0.27% 98

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

H.L. Ormond & Company's ISRG Position: Q2 2022 in Review

H.L. Ormond & Company sold out of Intuitive Surgical (ISRG) in Q2 2022, closing a stake of 732 shares — an estimated $221K sold.

H.L. Ormond & Company first reported a position in ISRG in Q1 2022 and held it in 1 quarter. The position peaked at $221K in Q1 2022. 1,324 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

  • H.L. Ormond & Company reported no remaining Intuitive Surgical position as of Q2 2022 after selling out during the quarter.
  • H.L. Ormond & Company sold 732 Intuitive Surgical shares in Q2 2022, an estimated $221K.
  • H.L. Ormond & Company first reported a position in Intuitive Surgical in Q1 2022 and held it in 1 quarter.
  • H.L. Ormond & Company's Intuitive Surgical position peaked at $221K in Q1 2022.
  • 1,324 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on H.L. Ormond & Company's 13F filing for Q2 2022, filed 12 Aug 2022.