LCH
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Lee Capital Holdings’s Intuitive Surgical ISRG Stock Holding History

Lee Capital Holdings’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 		– Sell
-9,000
Closed -$1.81M – 47
2022
Q2 		$1.81M Hold
9,000
– – 1.41% 24
2022
Q1 		$2.71M Buy
9,000
+6,000
+200% +$1.75M 1.52% 21
2021
Q4 		$1.08M Buy
+3,000
New +$1.03M 0.56% 49

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

Lee Capital Holdings's ISRG Position: Q3 2022 in Review

Lee Capital Holdings sold out of Intuitive Surgical (ISRG) in Q3 2022, closing a stake of 9,000 shares — an estimated $1.81M sold.

Lee Capital Holdings first reported a position in ISRG in Q4 2021 and held it in 3 quarters. The position peaked at $2.71M in Q1 2022. 1,309 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

  • Lee Capital Holdings reported no remaining Intuitive Surgical position as of Q3 2022 after selling out during the quarter.
  • Lee Capital Holdings sold 9,000 Intuitive Surgical shares in Q3 2022, an estimated $1.81M.
  • Lee Capital Holdings first reported a position in Intuitive Surgical in Q4 2021 and held it in 3 quarters.
  • Lee Capital Holdings's Intuitive Surgical position peaked at $2.71M in Q1 2022.
  • 1,309 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on Lee Capital Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.