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Aft Forsyth & Sober’s Intuitive Surgical ISRG Stock Holding History

Aft Forsyth & Sober’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
2023
Q4 		– Sell
-4,950
Closed -$1.45M – 85
2023
Q3 		$1.45M Hold
4,950
– – 0.61% 45
2023
Q2 		$1.69M Hold
4,950
– – 0.7% 38
2023
Q1 		$1.26M Hold
4,950
– – 0.64% 53
2022
Q4 		$1.31M Hold
4,950
– – 0.59% 51
2022
Q3 		$928K Hold
4,950
– – 0.45% 66
2022
Q2 		$994K Hold
4,950
– – 0.46% 70
2022
Q1 		$1.49M Hold
4,950
– – 0.59% 47
2021
Q4 		$1.78M Hold
4,950
– – 0.62% 36
2021
Q3 		$1.64M Buy
+4,950
New +$1.66M 0.62% 41
2020
Q1 		– Sell
-300
Closed -$59K – 46
2019
Q4 		$59K Buy
+300
New +$56.2K 0.05% 62

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aft Forsyth & Sober's ISRG Position: Q4 2023 in Review

Aft Forsyth & Sober sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 4,950 shares — an estimated $1.45M sold.

Aft Forsyth & Sober first reported a position in ISRG in Q4 2019 and held it in 10 quarters. The position peaked at $1.78M in Q4 2021. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • Aft Forsyth & Sober reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
  • Aft Forsyth & Sober sold 4,950 Intuitive Surgical shares in Q4 2023, an estimated $1.45M.
  • Aft Forsyth & Sober first reported a position in Intuitive Surgical in Q4 2019 and held it in 10 quarters.
  • Aft Forsyth & Sober's Intuitive Surgical position peaked at $1.78M in Q4 2021.
  • 1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Aft Forsyth & Sober's 13F filing for Q4 2023, filed 8 Feb 2024.