EARNEST Partners’s Intuitive Surgical ISRG Stock Holding History

EARNEST Partners’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	-278	Closed	-$81.3K	–	686
2023 Q3	$81.3K	Hold	278	–	–	﹤0.01%	331
2023 Q2	$95.1K	Hold	278	–	–	﹤0.01%	311
2023 Q1	$71K	Hold	278	–	–	﹤0.01%	319
2022 Q4	$73.8K	Hold	278	–	–	﹤0.01%	318
2022 Q3	$52K	Hold	278	–	–	﹤0.01%	328
2022 Q2	$56K	Hold	278	–	–	﹤0.01%	326
2022 Q1	$84K	Hold	278	–	–	﹤0.01%	304
2021 Q4	$100K	Sell	278 -181	-39%	-$62.3K	﹤0.01%	297
2021 Q3	$152K	Buy	459 +306	+200%	+$103K	﹤0.01%	262
2021 Q2	$47K	Hold	153	–	–	﹤0.01%	343
2021 Q1	$38K	Hold	153	–	–	﹤0.01%	369
2020 Q4	$42K	Hold	153	–	–	﹤0.01%	332
2020 Q3	$36K	Hold	153	–	–	﹤0.01%	336
2020 Q2	$29K	Hold	153	–	–	﹤0.01%	345
2020 Q1	$25K	Hold	153	–	–	﹤0.01%	357
2019 Q4	$30K	Hold	153	–	–	﹤0.01%	377
2019 Q3	$28K	Hold	153	–	–	﹤0.01%	382
2019 Q2	$27K	Hold	153	–	–	﹤0.01%	389
2019 Q1	$29K	Hold	153	–	–	﹤0.01%	378
2018 Q4	$24K	Hold	153	–	–	﹤0.01%	392
2018 Q3	$29K	Hold	153	–	–	﹤0.01%	371
2018 Q2	$24K	Hold	153	–	–	﹤0.01%	407
2018 Q1	$21K	Hold	153	–	–	﹤0.01%	420
2017 Q4	$19K	Buy	+153	New	+$19.1K	﹤0.01%	428
2017 Q1	–	Sell	-153	Closed	-$11K	–	564
2016 Q4	$11K	Buy	+153	New	+$11.2K	﹤0.01%	502

Other funds holding ISRG

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

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

EARNEST Partners's ISRG Position: Q4 2023 in Review

EARNEST Partners sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 278 shares — an estimated $81.3K sold.

EARNEST Partners first reported a position in ISRG in Q4 2016 and held it in 25 quarters. The position peaked at $152K in Q3 2021. 1,674 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

EARNEST Partners reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 278 Intuitive Surgical shares in Q4 2023, an estimated $81.3K.
EARNEST Partners first reported a position in Intuitive Surgical in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Intuitive Surgical position peaked at $152K in Q3 2021.
1,674 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.