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LifePro Asset Management’s Intuitive Surgical ISRG Stock Holding History

LifePro Asset Management’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 		– Sell
-27,018
Closed -$8.28M – 102
2021
Q2 		$8.28M Buy
27,018
+435
+2% +$122K 2.45% 18
2021
Q1 		$6.55M Buy
26,583
+2,859
+12% +$719K 2.07% 18
2020
Q4 		$6.47M Buy
+23,724
New +$5.89M 2.01% 19

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

LifePro Asset Management's ISRG Position: Q3 2021 in Review

LifePro Asset Management sold out of Intuitive Surgical (ISRG) in Q3 2021, closing a stake of 27,018 shares — an estimated $8.28M sold.

LifePro Asset Management first reported a position in ISRG in Q4 2020 and held it in 3 quarters. The position peaked at $8.28M in Q2 2021. 1,371 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • LifePro Asset Management reported no remaining Intuitive Surgical position as of Q3 2021 after selling out during the quarter.
  • LifePro Asset Management sold 27,018 Intuitive Surgical shares in Q3 2021, an estimated $8.28M.
  • LifePro Asset Management first reported a position in Intuitive Surgical in Q4 2020 and held it in 3 quarters.
  • LifePro Asset Management's Intuitive Surgical position peaked at $8.28M in Q2 2021.
  • 1,371 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on LifePro Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.