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David J. Yvars Group’s Intuitive Surgical ISRG Stock Holding History

David J. Yvars Group’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
-12,375
Closed -$3.28M – 81
2022
Q4 		$3.28M Sell
12,375
-225
-2% -$54.9K 4.12% 9
2022
Q3 		$2.36M Buy
+12,600
New +$2.71M 2.62% 13

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

David J. Yvars Group's ISRG Position: Q1 2023 in Review

David J. Yvars Group sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 12,375 shares — an estimated $3.28M sold.

David J. Yvars Group first reported a position in ISRG in Q3 2022 and held it in 2 quarters. The position peaked at $3.28M in Q4 2022. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

  • David J. Yvars Group reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
  • David J. Yvars Group sold 12,375 Intuitive Surgical shares in Q1 2023, an estimated $3.28M.
  • David J. Yvars Group first reported a position in Intuitive Surgical in Q3 2022 and held it in 2 quarters.
  • David J. Yvars Group's Intuitive Surgical position peaked at $3.28M in Q4 2022.
  • 1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on David J. Yvars Group's 13F filing for Q1 2023, filed 20 Apr 2023.