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Daniel L. Goodwin’s Intuitive Surgical ISRG Stock Holding History

Daniel L. Goodwin’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 		$292K Buy
1,000
+400
+67% +$125K 0.14% 68
2023
Q2 		$205K Buy
+600
New +$182K 0.1% 84
2022
Q1 		– Sell
-600
Closed -$216K – 108
2021
Q4 		$216K Buy
+600
New +$206K 0.09% 95

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daniel L. Goodwin's ISRG Position: Q3 2023 in Review

Daniel L. Goodwin increased its Intuitive Surgical (ISRG) stake by 67% in Q3 2023, buying an estimated $125K and bringing the position to 1,000 shares worth $292K. The position accounts for 0.14% of the portfolio, ranked #68.

Daniel L. Goodwin first reported a position in ISRG in Q4 2021 and has held it in 3 quarters since. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

  • Daniel L. Goodwin held 1,000 shares of Intuitive Surgical worth $292K as of Q3 2023.
  • Daniel L. Goodwin bought 400 Intuitive Surgical shares in Q3 2023, an estimated $125K.
  • Intuitive Surgical made up 0.14% of Daniel L. Goodwin's portfolio in Q3 2023, its #68 holding.
  • Daniel L. Goodwin first reported a position in Intuitive Surgical in Q4 2021 and has held it in 3 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.