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Cambridge Trust’s Intuitive Surgical ISRG Stock Holding History

Cambridge Trust’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
Q1 		$305K Buy
764
+700
+1,094% +$265K 0.01% 232
2023
Q4 		$21.6K Hold
64
– – ﹤0.01% 501
2023
Q3 		$18.7K Hold
64
– – ﹤0.01% 508
2023
Q2 		$21.9K Hold
64
– – ﹤0.01% 518
2023
Q1 		$16.4K Hold
64
– – ﹤0.01% 578
2022
Q4 		$17K Sell
64
-27
-30% -$6.58K ﹤0.01% 577
2022
Q3 		$17K Buy
91
+52
+133% +$11.2K ﹤0.01% 585
2022
Q2 		$8K Sell
39
-81
-68% -$19K ﹤0.01% 705
2022
Q1 		$36K Sell
120
-117
-49% -$34.2K ﹤0.01% 583
2021
Q4 		$86K Buy
+237
New +$81.5K ﹤0.01% 443

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cambridge Trust's ISRG Position: Q1 2024 in Review

Cambridge Trust increased its Intuitive Surgical (ISRG) stake by 1,094% in Q1 2024, buying an estimated $265K and bringing the position to 764 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #232.

Cambridge Trust first reported a position in ISRG in Q4 2021 and has held it in 10 quarters since. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Cambridge Trust held 764 shares of Intuitive Surgical worth $305K as of Q1 2024.
  • Cambridge Trust bought 700 Intuitive Surgical shares in Q1 2024, an estimated $265K.
  • Intuitive Surgical made up 0.01% of Cambridge Trust's portfolio in Q1 2024, its #232 holding.
  • Cambridge Trust first reported a position in Intuitive Surgical in Q4 2021 and has held it in 10 quarters since.
  • 1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.