Lenox Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Lenox Wealth Advisors’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 Q1	$175K	Sell	604 -20	-3%	-$5.84K	0.02%	119
2021 Q4	$224K	Buy	624 +24	+4%	+$8.26K	0.03%	105
2021 Q3	$199K	Buy	600 +243	+68%	+$81.6K	0.03%	103
2021 Q2	$109K	Hold	357	–	–	0.01%	148
2021 Q1	$88K	Hold	357	–	–	0.01%	138
2020 Q4	$97K	Sell	357 -15	-4%	-$3.73K	0.01%	126
2020 Q3	$88K	Hold	372	–	–	0.01%	119
2020 Q2	$71K	Sell	372 -84	-18%	-$15.1K	0.01%	123
2020 Q1	$75K	Buy	456 +15	+3%	+$2.75K	0.01%	107
2019 Q4	$87K	Hold	441	–	–	0.01%	124
2019 Q3	$79K	Hold	441	–	–	0.01%	123
2019 Q2	$77K	Sell	441 -69	-14%	-$11.8K	0.01%	124
2019 Q1	$97K	Hold	510	–	–	0.02%	104
2018 Q4	$81K	Hold	510	–	–	0.02%	106
2018 Q3	$98K	Sell	510 -165	-24%	-$29.3K	0.02%	101
2018 Q2	$108K	Sell	675 -303	-31%	-$46.2K	0.02%	78
2018 Q1	$135K	Buy	978 +867	+781%	+$121K	0.03%	84
2017 Q4	$14K	Buy	+111	New	+$13.9K	﹤0.01%	152
2016 Q1	–	Sell	-63	Closed	-$4K	–	330
2015 Q4	$4K	Hold	63	–	–	﹤0.01%	256
2015 Q3	$3K	Hold	63	–	–	﹤0.01%	312
2015 Q2	$3K	Hold	63	–	–	﹤0.01%	247
2015 Q1	$4K	Hold	63	–	–	﹤0.01%	259
2014 Q4	$4K	Buy	+63	New	+$3.51K	﹤0.01%	266

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lenox Wealth Advisors's ISRG Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 3.2% in Q1 2022, selling an estimated $5.84K and leaving 604 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #119.

Lenox Wealth Advisors first reported a position in ISRG in Q4 2014 and has held it in 23 quarters since. The position peaked at $224K in Q4 2021. 1,469 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

Lenox Wealth Advisors held 604 shares of Intuitive Surgical worth $175K as of Q1 2022.
Lenox Wealth Advisors sold 20 Intuitive Surgical shares in Q1 2022, an estimated $5.84K.
Intuitive Surgical made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #119 holding.
Lenox Wealth Advisors first reported a position in Intuitive Surgical in Q4 2014 and has held it in 23 quarters since.
Lenox Wealth Advisors's Intuitive Surgical position peaked at $224K in Q4 2021.
1,469 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.