Sargent Bickham Lagudis’s Intuitive Surgical ISRG Stock Holding History

Sargent Bickham Lagudis’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	$144K	Sell	541 -24	-4%	-$5.85K	0.01%	300
2022 Q3	$106K	Buy	565 +489	+643%	+$105K	0.01%	312
2022 Q2	$16K	Sell	76 -2	-3%	-$469	﹤0.01%	624
2022 Q1	$24K	Hold	78	–	–	﹤0.01%	579
2021 Q4	$28K	Hold	78	–	–	﹤0.01%	553
2021 Q3	$26K	Hold	78	–	–	﹤0.01%	563
2021 Q2	$24K	Hold	78	–	–	﹤0.01%	579
2021 Q1	$19K	Hold	78	–	–	﹤0.01%	592
2020 Q4	$21K	Buy	78 +15	+24%	+$3.73K	﹤0.01%	555
2020 Q3	$15K	Hold	63	–	–	﹤0.01%	538
2020 Q2	$12K	Buy	63 +15	+31%	+$2.69K	﹤0.01%	553
2020 Q1	$8K	Buy	+48	New	+$8.79K	﹤0.01%	588
2019 Q1	–	Sell	-300	Closed	-$48K	–	821
2018 Q4	$48K	Buy	300 +180	+150%	+$30.5K	0.01%	364
2018 Q3	$23K	Hold	120	–	–	﹤0.01%	476
2018 Q2	$19K	Buy	+120	New	+$18.3K	﹤0.01%	494

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

Sargent Bickham Lagudis's ISRG Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Intuitive Surgical (ISRG) stake by 4.2% in Q4 2022, selling an estimated $5.85K and leaving 541 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #300.

Sargent Bickham Lagudis first reported a position in ISRG in Q2 2018 and has held it in 15 quarters since. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

Sargent Bickham Lagudis held 541 shares of Intuitive Surgical worth $144K as of Q4 2022.
Sargent Bickham Lagudis sold 24 Intuitive Surgical shares in Q4 2022, an estimated $5.85K.
Intuitive Surgical made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #300 holding.
Sargent Bickham Lagudis first reported a position in Intuitive Surgical in Q2 2018 and has held it in 15 quarters since.
1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.