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AGF Investments LLC’s Intuitive Surgical ISRG Stock Holding History

AGF Investments LLC’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
Q1 		– Sell
-271
Closed -$97K – 477
2021
Q4 		$97K Buy
+271
New +$93.2K 0.01% 325
2020
Q3 		– Sell
-165
Closed -$31K – 581
2020
Q2 		$31K Sell
165
-2,889
-95% -$518K ﹤0.01% 405
2020
Q1 		$504K Buy
3,054
+1,581
+107% +$290K 0.07% 279
2019
Q4 		$290K Sell
1,473
-6
-0.4% -$1.12K 0.05% 384
2019
Q3 		$266K Sell
1,479
-12,699
-90% -$2.2M 0.06% 331
2019
Q2 		$2.48M Buy
14,178
+699
+5% +$120K 0.52% 59
2019
Q1 		$2.56M Buy
13,479
+4,575
+51% +$813K 0.58% 57
2018
Q4 		$1.42M Sell
8,904
-393
-4% -$66.6K 0.2% 112
2018
Q3 		$1.78M Sell
9,297
-756
-8% -$134K 0.23% 115
2018
Q2 		$1.6K Buy
10,053
+5,406
+116% +$824K 0.18% 126
2018
Q1 		$642K Buy
4,647
+4,182
+899% +$584K 0.11% 169
2017
Q4 		$58K Buy
465
+15
+3% +$1.88K 0.01% 222
2017
Q3 		$18K Sell
450
-90
-17% -$9.81K ﹤0.01% 375
2017
Q2 		$55K Buy
540
+108
+25% +$10.4K 0.01% 236
2017
Q1 		$37K Sell
432
-342
-44% -$27K 0.01% 271
2016
Q4 		$56K Buy
+774
New +$56.9K 0.01% 216

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AGF Investments LLC's ISRG Position: Q1 2022 in Review

AGF Investments LLC sold out of Intuitive Surgical (ISRG) in Q1 2022, closing a stake of 271 shares — an estimated $97K sold.

AGF Investments LLC first reported a position in ISRG in Q4 2016 and held it in 16 quarters. The position peaked at $2.56M in Q1 2019. 1,469 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

  • AGF Investments LLC reported no remaining Intuitive Surgical position as of Q1 2022 after selling out during the quarter.
  • AGF Investments LLC sold 271 Intuitive Surgical shares in Q1 2022, an estimated $97K.
  • AGF Investments LLC first reported a position in Intuitive Surgical in Q4 2016 and held it in 16 quarters.
  • AGF Investments LLC's Intuitive Surgical position peaked at $2.56M in Q1 2019.
  • 1,469 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on AGF Investments LLC's 13F filing for Q1 2022, filed 10 May 2022.