Bank Hapoalim BM’s Intuitive Surgical ISRG Stock Holding History

Bank Hapoalim BM’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 Q4	–	Sell	-647	Closed	-$318K	–	127
2024 Q3	$318K	Sell	647 -200	-24%	-$93.1K	0.05%	116
2024 Q2	$377K	Hold	847	–	–	0.05%	120
2024 Q1	$338K	Hold	847	–	–	0.04%	122
2023 Q4	$286K	Hold	847	–	–	0.04%	130
2023 Q3	$248K	Hold	847	–	–	0.04%	125
2023 Q2	$290K	Hold	847	–	–	0.04%	143
2023 Q1	$216K	Buy	+847	New	+$209K	0.03%	153
2022 Q1	–	Sell	-1,642	Closed	-$590K	–	214
2021 Q4	$590K	Sell	1,642 -206	-11%	-$70.9K	0.06%	151
2021 Q3	$612K	Hold	1,848	–	–	0.06%	153
2021 Q2	$566K	Buy	1,848 +141	+8%	+$39.6K	0.06%	161
2021 Q1	$420K	Hold	1,707	–	–	0.05%	172
2020 Q4	$465K	Hold	1,707	–	–	0.06%	149
2020 Q3	$404	Sell	1,707 -324	-16%	-$72.8K	0.02%	127
2020 Q2	$386K	Buy	2,031 +525	+35%	+$94.1K	0.09%	132
2020 Q1	$249K	Sell	1,506 -69	-4%	-$12.6K	0.08%	145
2019 Q4	$310K	Buy	1,575 +207	+15%	+$38.8K	0.07%	139
2019 Q3	$243K	Sell	1,368 -102	-7%	-$17.6K	0.06%	146
2019 Q2	$257K	Buy	+1,470	New	+$252K	0.06%	147

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Bank Hapoalim BM's ISRG Position: Q4 2024 in Review

Bank Hapoalim BM sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 647 shares — an estimated $318K sold.

Bank Hapoalim BM first reported a position in ISRG in Q2 2019 and held it in 18 quarters. The position peaked at $612K in Q3 2021. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

Bank Hapoalim BM reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
Bank Hapoalim BM sold 647 Intuitive Surgical shares in Q4 2024, an estimated $318K.
Bank Hapoalim BM first reported a position in Intuitive Surgical in Q2 2019 and held it in 18 quarters.
Bank Hapoalim BM's Intuitive Surgical position peaked at $612K in Q3 2021.
2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Bank Hapoalim BM's 13F filing for Q4 2024, filed 27 Jan 2025.