Cowen and Company’s Intuitive Surgical ISRG Stock Holding History

Cowen and Company’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 Q1	–	Sell	-894	Closed	-$237K	–	633
2022 Q4	$237K	Sell	894 -1,494	-63%	-$364K	0.02%	166
2022 Q3	$448K	Buy	+2,388	New	+$513K	0.04%	129
2022 Q2	–	Sell	-2,451	Closed	-$739K	–	706
2022 Q1	$739K	Buy	2,451 +797	+48%	+$233K	0.07%	129
2021 Q4	$594K	Buy	+1,654	New	+$569K	0.05%	204

Other funds holding ISRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cowen and Company's ISRG Position: Q1 2023 in Review

Cowen and Company sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 894 shares — an estimated $237K sold.

Cowen and Company first reported a position in ISRG in Q4 2021 and held it in 4 quarters. The position peaked at $739K in Q1 2022. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

Cowen and Company reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
Cowen and Company sold 894 Intuitive Surgical shares in Q1 2023, an estimated $237K.
Cowen and Company first reported a position in Intuitive Surgical in Q4 2021 and held it in 4 quarters.
Cowen and Company's Intuitive Surgical position peaked at $739K in Q1 2022.
1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Cowen and Company's 13F filing for Q1 2023, filed 9 May 2023.