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Eagle Asset Management’s Intuitive Surgical ISRG Stock Holding History

Eagle Asset 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
2023
Q4 		– Sell
-19,211
Closed -$5.62M – 579
2023
Q3 		$5.62M Sell
19,211
-323
-2% -$101K 0.03% 339
2023
Q2 		$6.68M Buy
+19,534
New +$5.91M 0.04% 316
2019
Q3 		– Sell
-209,184
Closed -$36.6M – 645
2019
Q2 		$36.6M Sell
209,184
-158,988
-43% -$27.2M 0.19% 194
2019
Q1 		$70M Sell
368,172
-19,932
-5% -$3.54M 0.37% 109
2018
Q4 		$62M Buy
388,104
+57,537
+17% +$9.75M 0.39% 91
2018
Q3 		$63.2M Sell
330,567
-8,355
-2% -$1.48M 0.31% 129
2018
Q2 		$54.1M Buy
338,922
+15,174
+5% +$2.31M 0.29% 135
2018
Q1 		$44.5M Sell
323,748
-4,263
-1% -$595K 0.24% 150
2017
Q4 		$40.4M Sell
328,011
-164,109
-33% -$20.5M 0.22% 158
2017
Q3 		$58M Sell
492,120
-22,428
-4% -$2.44M 0.33% 104
2017
Q2 		$53.5M Buy
514,548
+217,053
+73% +$20.9M 0.32% 103
2017
Q1 		$25.3M Sell
297,495
-129,987
-30% -$10.3M 0.16% 193
2016
Q4 		$30.1M Sell
427,482
-5,715
-1% -$420K 0.2% 156
2016
Q3 		$34.9M Buy
433,197
+80,631
+23% +$6.17M 0.24% 134
2016
Q2 		$25.9M Buy
352,566
+79,578
+29% +$5.6M 0.18% 173
2016
Q1 		$18.2M Sell
272,988
-756
-0.3% -$46.9K 0.13% 231
2015
Q4 		$16.6M Buy
273,744
+40,392
+17% +$2.27M 0.11% 249
2015
Q3 		$11.9M Buy
+233,352
New +$13.2M 0.08% 303
2015
Q2 		– Sell
-171,648
Closed -$9.63M – 657
2015
Q1 		$9.63M Buy
171,648
+34,290
+25% +$1.94M 0.06% 335
2014
Q4 		$8.07M Buy
137,358
+12,744
+10% +$710K 0.05% 355
2014
Q3 		$6.39M Buy
+124,614
New +$6.19M 0.04% 391

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Eagle Asset Management's ISRG Position: Q4 2023 in Review

Eagle Asset Management sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 19,211 shares — an estimated $5.62M sold.

Eagle Asset Management first reported a position in ISRG in Q3 2014 and held it in 21 quarters. The position peaked at $70M in Q1 2019. 1,674 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • Eagle Asset Management reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
  • Eagle Asset Management sold 19,211 Intuitive Surgical shares in Q4 2023, an estimated $5.62M.
  • Eagle Asset Management first reported a position in Intuitive Surgical in Q3 2014 and held it in 21 quarters.
  • Eagle Asset Management's Intuitive Surgical position peaked at $70M in Q1 2019.
  • 1,674 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Eagle Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.