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Ardevora Asset Management’s Intuitive Surgical ISRG Stock Holding History

Ardevora Asset Management’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 		$439K Sell
1,300
-33,258
-96% -$9.91M 0.04% 96
2023
Q3 		$10.1M Buy
+34,558
New +$10.8M 0.5% 82
2022
Q1 		– Sell
-218,800
Closed -$78.6M – 137
2021
Q4 		$78.6M Buy
+218,800
New +$75.3M 0.84% 38

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

Ardevora Asset Management's ISRG Position: Q4 2023 in Review

Ardevora Asset Management reduced its Intuitive Surgical (ISRG) stake by 96% in Q4 2023, selling an estimated $9.91M and leaving 1,300 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #96.

Ardevora Asset Management first reported a position in ISRG in Q4 2021 and has held it in 3 quarters since. The position peaked at $78.6M in Q4 2021. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • Ardevora Asset Management held 1,300 shares of Intuitive Surgical worth $439K as of Q4 2023.
  • Ardevora Asset Management sold 33,258 Intuitive Surgical shares in Q4 2023, an estimated $9.91M.
  • Intuitive Surgical made up 0.04% of Ardevora Asset Management's portfolio in Q4 2023, its #96 holding.
  • Ardevora Asset Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 3 quarters since.
  • Ardevora Asset Management's Intuitive Surgical position peaked at $78.6M in Q4 2021.
  • 1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Ardevora Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.