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AtonRa Partners’s Intuitive Surgical ISRG Stock Holding History

AtonRa 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 		$536K Sell
1,590
-146
-8% -$43.5K 1.07% 30
2023
Q3 		$507K Sell
1,736
-40
-2% -$12.5K 1.06% 27
2023
Q2 		$607K Sell
1,776
-348
-16% -$105K 0.94% 34
2023
Q1 		$543K Sell
2,124
-299
-12% -$73.7K 0.79% 52
2022
Q4 		$643K Sell
2,423
-28
-1% -$6.83K 0.82% 56
2022
Q3 		$459K Sell
2,451
-3,102
-56% -$666K 0.45% 94
2022
Q2 		$1.11M Buy
+5,553
New +$1.3M 1.03% 34

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

AtonRa Partners's ISRG Position: Q4 2023 in Review

AtonRa Partners reduced its Intuitive Surgical (ISRG) stake by 8.4% in Q4 2023, selling an estimated $43.5K and leaving 1,590 shares worth $536K. The position accounts for 1.07% of the portfolio, ranked #30.

AtonRa Partners first reported a position in ISRG in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.11M in Q2 2022. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • AtonRa Partners held 1,590 shares of Intuitive Surgical worth $536K as of Q4 2023.
  • AtonRa Partners sold 146 Intuitive Surgical shares in Q4 2023, an estimated $43.5K.
  • Intuitive Surgical made up 1.07% of AtonRa Partners's portfolio in Q4 2023, its #30 holding.
  • AtonRa Partners first reported a position in Intuitive Surgical in Q2 2022 and has held it in 7 quarters since.
  • AtonRa Partners's Intuitive Surgical position peaked at $1.11M in Q2 2022.
  • 1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.