Column Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Column Capital Advisors’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 Q3	$877	Hold	3	–	–	﹤0.01%	736
2023 Q2	$1.03K	Hold	3	–	–	﹤0.01%	749
2023 Q1	$766	Sell	3 -9	-75%	-$2.22K	﹤0.01%	784
2022 Q4	$3.18K	Buy	12 +9	+300%	+$2.19K	﹤0.01%	661
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	685
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	688
2022 Q1	$1K	Sell	3 -4	-57%	-$1.17K	﹤0.01%	691
2021 Q4	$3K	Buy	7 +4	+133%	+$1.38K	﹤0.01%	623
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	681
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	677
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	667
2020 Q4	$1K	Sell	3 -51	-94%	-$12.7K	﹤0.01%	653
2020 Q3	$13K	Sell	54 -39	-42%	-$8.76K	﹤0.01%	404
2020 Q2	$17K	Buy	93 +33	+55%	+$5.92K	0.01%	402
2020 Q1	$10K	Hold	60	–	–	﹤0.01%	392
2019 Q4	$11K	Buy	+60	New	+$11.2K	0.01%	438

Other funds holding ISRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Column Capital Advisors's ISRG Position: Q3 2023 in Review

Column Capital Advisors held its Intuitive Surgical (ISRG) position steady in Q3 2023 at 3 shares worth $877. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Column Capital Advisors first reported a position in ISRG in Q4 2019 and has held it in 16 quarters since. The position peaked at $17K in Q2 2020. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

Column Capital Advisors held 3 shares of Intuitive Surgical worth $877 as of Q3 2023.
Column Capital Advisors left its Intuitive Surgical share count unchanged in Q3 2023.
Intuitive Surgical made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #736 holding.
Column Capital Advisors first reported a position in Intuitive Surgical in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Intuitive Surgical position peaked at $17K in Q2 2020.
1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.