Bessemer Securities’s Intuitive Surgical ISRG Stock Holding History

Bessemer Securities’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	–	Sell	-1,175	Closed	-$343K	–	56
2023 Q3	$343K	Sell	1,175 -726	-38%	-$227K	0.48%	79
2023 Q2	$650K	Sell	1,901 -300	-14%	-$90.8K	0.43%	93
2023 Q1	$562K	Buy	2,201 +433	+24%	+$107K	0.26%	107
2022 Q4	$469K	Hold	1,768	–	–	0.21%	116
2022 Q3	$331K	Hold	1,768	–	–	0.12%	118
2022 Q2	$355K	Hold	1,768	–	–	0.12%	120
2022 Q1	$533K	Hold	1,768	–	–	0.16%	105
2021 Q4	$635K	Buy	1,768 +238	+16%	+$81.9K	0.17%	102
2021 Q3	$507K	Hold	1,530	–	–	0.17%	104
2021 Q2	$469K	Hold	1,530	–	–	0.18%	105
2021 Q1	$377K	Hold	1,530	–	–	0.16%	110
2020 Q4	$417K	Buy	1,530 +450	+42%	+$112K	0.17%	63
2020 Q3	$255K	Buy	+1,080	New	+$243K	0.12%	78

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

Bessemer Securities's ISRG Position: Q4 2023 in Review

Bessemer Securities sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 1,175 shares — an estimated $343K sold.

Bessemer Securities first reported a position in ISRG in Q3 2020 and held it in 13 quarters. The position peaked at $650K in Q2 2023. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

Bessemer Securities reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 1,175 Intuitive Surgical shares in Q4 2023, an estimated $343K.
Bessemer Securities first reported a position in Intuitive Surgical in Q3 2020 and held it in 13 quarters.
Bessemer Securities's Intuitive Surgical position peaked at $650K in Q2 2023.
1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.