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Coalescence Partners Investment Management’s Intuitive Surgical ISRG Stock Holding History

Coalescence Partners 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
2024
Q1 		– Sell
-5,267
Closed -$1.78M – 16
2023
Q4 		$1.78M Buy
+5,267
New +$1.57M 1.59% 17

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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

Coalescence Partners Investment Management's ISRG Position: Q1 2024 in Review

Coalescence Partners Investment Management sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 5,267 shares — an estimated $1.78M sold.

Coalescence Partners Investment Management first reported a position in ISRG in Q4 2023 and held it in 1 quarter. The position peaked at $1.78M in Q4 2023. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Coalescence Partners Investment Management reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
  • Coalescence Partners Investment Management sold 5,267 Intuitive Surgical shares in Q1 2024, an estimated $1.78M.
  • Coalescence Partners Investment Management first reported a position in Intuitive Surgical in Q4 2023 and held it in 1 quarter.
  • Coalescence Partners Investment Management's Intuitive Surgical position peaked at $1.78M in Q4 2023.
  • 1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Coalescence Partners Investment Management's 13F filing for Q1 2024, filed 14 May 2024.