AJOVista’s Intuitive Surgical ISRG Stock Holding History

AJOVista’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
2024 Q3	–	Sell	-593	Closed	-$264K	–	145
2024 Q2	$264K	Hold	593	–	–	0.76%	26
2024 Q1	$237K	Hold	593	–	–	0.64%	36
2023 Q4	$200K	Buy	+593	New	+$177K	0.25%	66

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AJOVista's ISRG Position: Q3 2024 in Review

AJOVista sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 593 shares — an estimated $264K sold.

AJOVista first reported a position in ISRG in Q4 2023 and held it in 3 quarters. The position peaked at $264K in Q2 2024. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

AJOVista reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
AJOVista sold 593 Intuitive Surgical shares in Q3 2024, an estimated $264K.
AJOVista first reported a position in Intuitive Surgical in Q4 2023 and held it in 3 quarters.
AJOVista's Intuitive Surgical position peaked at $264K in Q2 2024.
1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.