Arlington Partners’s Intuitive Surgical ISRG Stock Holding History

Arlington Partners’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	-36	Closed	-$10.5K	–	307
2023 Q3	$10.5K	Sell	36 -454	-93%	-$142K	﹤0.01%	232
2023 Q2	$168K	Buy	490 +202	+70%	+$61.1K	0.03%	173
2023 Q1	$73.6K	Buy	288 +36	+14%	+$8.87K	0.01%	245
2022 Q4	$66.9K	Hold	252	–	–	0.01%	192
2022 Q3	$47K	Sell	252 -21	-8%	-$4.51K	0.02%	200
2022 Q2	$55K	Hold	273	–	–	0.02%	235
2022 Q1	$82K	Sell	273 -27	-9%	-$7.89K	0.02%	206
2021 Q4	$108K	Buy	300 +48	+19%	+$16.5K	0.03%	191
2021 Q3	$84K	Hold	252	–	–	0.02%	190
2021 Q2	$77K	Hold	252	–	–	0.03%	159
2021 Q1	$62K	Hold	252	–	–	0.02%	213
2020 Q4	$69K	Buy	+252	New	+$62.6K	0.03%	92

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

Arlington Partners's ISRG Position: Q4 2023 in Review

Arlington Partners sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 36 shares — an estimated $10.5K sold.

Arlington Partners first reported a position in ISRG in Q4 2020 and held it in 12 quarters. The position peaked at $168K in Q2 2023. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

Arlington Partners reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
Arlington Partners sold 36 Intuitive Surgical shares in Q4 2023, an estimated $10.5K.
Arlington Partners first reported a position in Intuitive Surgical in Q4 2020 and held it in 12 quarters.
Arlington Partners's Intuitive Surgical position peaked at $168K in Q2 2023.
1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.