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Carmel Capital Partners’s Intuitive Surgical ISRG Stock Holding History

Carmel Capital Partners’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
-315
Closed -$92.1K – 414
2023
Q3 		$92.1K Buy
315
+126
+67% +$39.4K 0.04% 204
2023
Q2 		$64.6K Hold
189
– – 0.03% 191
2023
Q1 		$48.3K Buy
+189
New +$46.6K 0.03% 238

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carmel Capital Partners's ISRG Position: Q4 2023 in Review

Carmel Capital Partners sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 315 shares — an estimated $92.1K sold.

Carmel Capital Partners first reported a position in ISRG in Q1 2023 and held it in 3 quarters. The position peaked at $92.1K in Q3 2023. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • Carmel Capital Partners reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 315 Intuitive Surgical shares in Q4 2023, an estimated $92.1K.
  • Carmel Capital Partners first reported a position in Intuitive Surgical in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Intuitive Surgical position peaked at $92.1K in Q3 2023.
  • 1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.