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Perpetual Investment Management’s Intuitive Surgical ISRG Stock Holding History

Perpetual Investment 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
2022
Q4 		$1.54M Hold
5,800
– – 0.18% 82
2022
Q3 		$1.09M Buy
+5,800
New +$1.25M 0.16% 98

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Perpetual Investment Management's ISRG Position: Q4 2022 in Review

Perpetual Investment Management held its Intuitive Surgical (ISRG) position steady in Q4 2022 at 5,800 shares worth $1.54M. The position accounts for 0.18% of the portfolio, ranked #82.

Perpetual Investment Management first reported a position in ISRG in Q3 2022 and has held it in 2 quarters since. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

  • Perpetual Investment Management held 5,800 shares of Intuitive Surgical worth $1.54M as of Q4 2022.
  • Perpetual Investment Management left its Intuitive Surgical share count unchanged in Q4 2022.
  • Intuitive Surgical made up 0.18% of Perpetual Investment Management's portfolio in Q4 2022, its #82 holding.
  • Perpetual Investment Management first reported a position in Intuitive Surgical in Q3 2022 and has held it in 2 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.