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Homrich & Berg’s Intuitive Surgical ISRG Stock Holding History

Homrich & Berg’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
2021
Q3 		$376K Sell
1,134
-12
-1% -$4.03K 0.01% 330
2021
Q2 		$351K Buy
1,146
+12
+1% +$3.37K 0.01% 341
2021
Q1 		$279K Hold
1,134
– – 0.01% 347
2020
Q4 		$309K Buy
+1,134
New +$282K 0.01% 317

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Homrich & Berg's ISRG Position: Q3 2021 in Review

Homrich & Berg reduced its Intuitive Surgical (ISRG) stake by 1% in Q3 2021, selling an estimated $4.03K and leaving 1,134 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #330.

Homrich & Berg first reported a position in ISRG in Q4 2020 and has held it in 4 quarters since. 1,372 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • Homrich & Berg held 1,134 shares of Intuitive Surgical worth $376K as of Q3 2021.
  • Homrich & Berg sold 12 Intuitive Surgical shares in Q3 2021, an estimated $4.03K.
  • Intuitive Surgical made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #330 holding.
  • Homrich & Berg first reported a position in Intuitive Surgical in Q4 2020 and has held it in 4 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.