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Lloyd Park’s Intuitive Surgical ISRG Stock Holding History

Lloyd Park’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 		$1.3M Buy
6,953
+2,150
+45% +$462K 1.61% 20
2022
Q2 		$964K Hold
4,803
– – 1.01% 29
2022
Q1 		$1.45M Hold
4,803
– – 1.6% 21
2021
Q4 		$1.73M Buy
+4,803
New +$1.65M 0.97% 19

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lloyd Park's ISRG Position: Q3 2022 in Review

Lloyd Park increased its Intuitive Surgical (ISRG) stake by 45% in Q3 2022, buying an estimated $462K and bringing the position to 6,953 shares worth $1.3M. The position accounts for 1.61% of the portfolio, ranked #20.

Lloyd Park first reported a position in ISRG in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.73M in Q4 2021. 1,308 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

  • Lloyd Park held 6,953 shares of Intuitive Surgical worth $1.3M as of Q3 2022.
  • Lloyd Park bought 2,150 Intuitive Surgical shares in Q3 2022, an estimated $462K.
  • Intuitive Surgical made up 1.61% of Lloyd Park's portfolio in Q3 2022, its #20 holding.
  • Lloyd Park first reported a position in Intuitive Surgical in Q4 2021 and has held it in 4 quarters since.
  • Lloyd Park's Intuitive Surgical position peaked at $1.73M in Q4 2021.
  • 1,308 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.