Arrow Financial’s Intuitive Surgical ISRG Stock Holding History

Arrow Financial’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 Q1	–	Sell	-13	Closed	-$4.39K	–	341
2023 Q4	$4.39K	Buy	+13	New	+$3.88K	﹤0.01%	305
2023 Q1	–	Sell	-15	Closed	-$4K	–	328
2022 Q4	$4K	Sell	15 -10	-40%	-$2.44K	﹤0.01%	309
2022 Q3	$5K	Hold	25	–	–	﹤0.01%	306
2022 Q2	$5K	Sell	25 -5	-17%	-$1.17K	﹤0.01%	317
2022 Q1	$9K	Buy	+30	New	+$8.76K	﹤0.01%	304
2019 Q4	–	Sell	-600	Closed	-$108K	–	323
2019 Q3	$108K	Hold	600	–	–	0.02%	184
2019 Q2	$105K	Hold	600	–	–	0.02%	194
2019 Q1	$114K	Hold	600	–	–	0.03%	190
2018 Q4	$96K	Hold	600	–	–	0.02%	183
2018 Q3	$115K	Buy	+600	New	+$107K	0.02%	188
2013 Q4	–	Sell	-180	Closed	-$8K	–	358
2013 Q3	$8K	Sell	180 -90	-33%	-$3.97K	﹤0.01%	269
2013 Q2	$15K	Buy	+270	New	+$14.9K	﹤0.01%	234

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrow Financial's ISRG Position: Q1 2024 in Review

Arrow Financial sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 13 shares — an estimated $4.39K sold.

Arrow Financial first reported a position in ISRG in Q2 2013 and held it in 12 quarters. The position peaked at $115K in Q3 2018. 1,745 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

Arrow Financial reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
Arrow Financial sold 13 Intuitive Surgical shares in Q1 2024, an estimated $4.39K.
Arrow Financial first reported a position in Intuitive Surgical in Q2 2013 and held it in 12 quarters.
Arrow Financial's Intuitive Surgical position peaked at $115K in Q3 2018.
1,745 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Arrow Financial's 13F filing for Q1 2024, filed 21 May 2024.