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Balasa Dinverno & Foltz’s Intuitive Surgical ISRG Stock Holding History

Balasa Dinverno & Foltz’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
2022
Q1 		– Sell
-644
Closed -$231K – 356
2021
Q4 		$231K Buy
644
+8
+1% +$2.75K 0.01% 315
2021
Q3 		$211K Buy
+636
New +$214K 0.01% 316
2019
Q2 		– Sell
-1,083
Closed -$206K – 252
2019
Q1 		$206K Buy
+1,083
New +$192K 0.02% 232

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Balasa Dinverno & Foltz's ISRG Position: Q1 2022 in Review

Balasa Dinverno & Foltz sold out of Intuitive Surgical (ISRG) in Q1 2022, closing a stake of 644 shares — an estimated $231K sold.

Balasa Dinverno & Foltz first reported a position in ISRG in Q1 2019 and held it in 3 quarters. The position peaked at $231K in Q4 2021. 1,468 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

  • Balasa Dinverno & Foltz reported no remaining Intuitive Surgical position as of Q1 2022 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 644 Intuitive Surgical shares in Q1 2022, an estimated $231K.
  • Balasa Dinverno & Foltz first reported a position in Intuitive Surgical in Q1 2019 and held it in 3 quarters.
  • Balasa Dinverno & Foltz's Intuitive Surgical position peaked at $231K in Q4 2021.
  • 1,468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2022, filed 25 Apr 2022.