CIM
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CIM Investment Management’s Intuitive Surgical ISRG Stock Holding History

CIM Investment Management’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
2021
Q3 		– Sell
-3,615
Closed -$1.11M – 314
2021
Q2 		$1.11M Sell
3,615
-102
-3% -$28.6K 0.34% 55
2021
Q1 		$916K Sell
3,717
-126
-3% -$31.7K 0.29% 60
2020
Q4 		$1.05M Buy
3,843
+1,428
+59% +$355K 0.34% 51
2020
Q3 		$571K Buy
+2,415
New +$542K 0.22% 96

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM Investment Management's ISRG Position: Q3 2021 in Review

CIM Investment Management sold out of Intuitive Surgical (ISRG) in Q3 2021, closing a stake of 3,615 shares — an estimated $1.11M sold.

CIM Investment Management first reported a position in ISRG in Q3 2020 and held it in 4 quarters. The position peaked at $1.11M in Q2 2021. 1,372 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • CIM Investment Management reported no remaining Intuitive Surgical position as of Q3 2021 after selling out during the quarter.
  • CIM Investment Management sold 3,615 Intuitive Surgical shares in Q3 2021, an estimated $1.11M.
  • CIM Investment Management first reported a position in Intuitive Surgical in Q3 2020 and held it in 4 quarters.
  • CIM Investment Management's Intuitive Surgical position peaked at $1.11M in Q2 2021.
  • 1,372 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on CIM Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.