Autus Asset Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $9.59M | Sell |
36,132
-1,103
| -3% | -$269K | 1.72% | 19 |
|
|
2022
Q3 | $6.98M | Buy |
37,235
+194
| +0.5% | +$41.7K | 1.34% | 24 |
|
|
2022
Q2 | $7.43M | Sell |
37,041
-82
| -0.2% | -$19.2K | 1.32% | 25 |
|
|
2022
Q1 | $11.2M | Sell |
37,123
-11,071
| -23% | -$3.23M | 1.68% | 19 |
|
|
2021
Q4 | $17.3M | Buy |
48,194
+1,019
| +2% | +$351K | 1.74% | 15 |
|
|
2021
Q3 | $15.6M | Sell |
47,175
-1,332
| -3% | -$447K | 1.71% | 15 |
|
|
2021
Q2 | $14.9M | Sell |
48,507
-1,986
| -4% | -$557K | 1.63% | 19 |
|
|
2021
Q1 | $12.4M | Buy |
50,493
+165
| +0.3% | +$41.5K | 1.46% | 23 |
|
|
2020
Q4 | $13.7M | Sell |
50,328
-4,290
| -8% | -$1.07M | 1.77% | 17 |
|
|
2020
Q3 | $12.9M | Sell |
54,618
-324
| -0.6% | -$72.8K | 1.71% | 18 |
|
|
2020
Q2 | $10.4M | Sell |
54,942
-117
| -0.2% | -$21K | 1.52% | 21 |
|
|
2020
Q1 | $9.09M | Buy |
55,059
+1,311
| +2% | +$240K | 1.6% | 20 |
|
|
2019
Q4 | $10.6M | Sell |
53,748
-171
| -0.3% | -$32K | 1.54% | 20 |
|
|
2019
Q3 | $9.7M | Sell |
53,919
-597
| -1% | -$103K | 1.52% | 20 |
|
|
2019
Q2 | $9.53M | Buy |
54,516
+240
| +0.4% | +$41.1K | 1.51% | 22 |
|
|
2019
Q1 | $10.3M | Sell |
54,276
-1,374
| -2% | -$244K | 1.7% | 16 |
|
|
2018
Q4 | $8.88M | Sell |
55,650
-372
| -0.7% | -$63K | 1.71% | 18 |
|
|
2018
Q3 | $10.7M | Sell |
56,022
-5,718
| -9% | -$1.02M | 1.78% | 15 |
|
|
2018
Q2 | $9.85M | Sell |
61,740
-3,291
| -5% | -$502K | 1.72% | 16 |
|
|
2018
Q1 | $8.95M | Sell |
65,031
-4,263
| -6% | -$595K | 1.62% | 17 |
|
|
2017
Q4 | $8.43M | Sell |
69,294
-148,596
| -68% | -$18.6M | 1.54% | 19 |
|
|
2017
Q3 | $8.44M | Buy |
217,890
+141,120
| +184% | +$15.4M | 1.62% | 19 |
|
|
2017
Q2 | $7.98M | Sell |
76,770
-3,726
| -5% | -$358K | 1.61% | 19 |
|
|
2017
Q1 | $6.86M | Sell |
80,496
-351
| -0.4% | -$27.7K | 1.44% | 21 |
|
|
2016
Q4 | $5.7M | Buy |
80,847
+1,341
| +2% | +$98.6K | 1.26% | 31 |
|
|
2016
Q3 | $6.4M | Sell |
79,506
-1,062
| -1% | -$81.3K | 1.44% | 24 |
|
|
2016
Q2 | $5.92M | Buy |
80,568
+108
| +0.1% | +$7.6K | 1.35% | 28 |
|
|
2016
Q1 | $5.37M | Buy |
80,460
+657
| +0.8% | +$40.7K | 1.31% | 30 |
|
|
2015
Q4 | $4.84M | Buy |
79,803
+5,238
| +7% | +$294K | 1.23% | 31 |
|
|
2015
Q3 | $3.81M | Buy |
74,565
+6,165
| +9% | +$349K | 1.16% | 33 |
|
|
2015
Q2 | $3.68M | Buy |
68,400
+810
| +1% | +$45.3K | 1.03% | 39 |
|
|
2015
Q1 | $3.79M | Buy |
67,590
+36
| +0.1% | +$2.04K | 1.05% | 40 |
|
|
2014
Q4 | $3.97M | Buy |
67,554
+2,484
| +4% | +$138K | 1.25% | 38 |
|
|
2014
Q3 | $3.34M | Buy |
65,070
+738
| +1% | +$36.6K | 1.12% | 39 |
|
|
2014
Q2 | $2.94M | Buy |
64,332
+3,483
| +6% | +$154K | 1.02% | 38 |
|
|
2014
Q1 | $2.96M | Buy |
60,849
+1,836
| +3% | +$86.5K | 1.12% | 36 |
|
|
2013
Q4 | $2.52M | Sell |
59,013
-15,417
| -21% | -$649K | 0.98% | 36 |
|
|
2013
Q3 | $3.11M | Buy |
74,430
+27,234
| +58% | +$1.2M | 1.32% | 35 |
|
|
2013
Q2 | $2.65M | Buy |
+47,196
| New | +$2.6M | 1.19% | 36 |
|
Other funds holding ISRG
Autus Asset Management's ISRG Position: Q4 2022 in Review
Autus Asset Management reduced its Intuitive Surgical (ISRG) stake by 3% in Q4 2022, selling an estimated $269K and leaving 36,132 shares worth $9.59M. The position accounts for 1.72% of the portfolio, ranked #19.
Autus Asset Management first reported a position in ISRG in Q2 2013 and has held it in 39 quarters since. The position peaked at $17.3M in Q4 2021. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.
- Autus Asset Management held 36,132 shares of Intuitive Surgical worth $9.59M as of Q4 2022.
- Autus Asset Management sold 1,103 Intuitive Surgical shares in Q4 2022, an estimated $269K.
- Intuitive Surgical made up 1.72% of Autus Asset Management's portfolio in Q4 2022, its #19 holding.
- Autus Asset Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 39 quarters since.
- Autus Asset Management's Intuitive Surgical position peaked at $17.3M in Q4 2021.
- 1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.
Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.