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Sterling Investment Advisors (Pennsylvania)’s Intuitive Surgical ISRG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		– Sell
-285
Closed -$57K – 297
2022
Q2 		$57K Sell
285
-33
-10% -$7.74K 0.02% 217
2022
Q1 		$96K Hold
318
– – 0.03% 197
2021
Q4 		$114K Hold
318
– – 0.03% 183
2021
Q3 		$105K Hold
318
– – 0.03% 190
2021
Q2 		$97K Hold
318
– – 0.03% 200
2021
Q1 		$78K Buy
+318
New +$80K 0.03% 204

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ISRG Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Intuitive Surgical (ISRG) in Q3 2022, closing a stake of 285 shares — an estimated $57K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ISRG in Q1 2021 and held it in 6 quarters. The position peaked at $114K in Q4 2021. 1,309 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Intuitive Surgical position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 285 Intuitive Surgical shares in Q3 2022, an estimated $57K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Intuitive Surgical in Q1 2021 and held it in 6 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Intuitive Surgical position peaked at $114K in Q4 2021.
  • 1,309 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.