Echo Street Capital Management’s Intuitive Surgical ISRG Stock Holding History

Echo Street Capital 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 Q1	–	Sell	-1,631	Closed	-$433K	–	542
2022 Q4	$433K	Sell	1,631 -901	-36%	-$220K	﹤0.01%	317
2022 Q3	$475K	Buy	2,532 +1,301	+106%	+$279K	﹤0.01%	287
2022 Q2	$247K	Buy	+1,231	New	+$289K	﹤0.01%	466
2022 Q1	–	Sell	-344,795	Closed	-$124M	–	678
2021 Q4	$124M	Sell	344,795 -8,920	-3%	-$3.07M	0.83%	53
2021 Q3	$117M	Sell	353,715 -7,539	-2%	-$2.53M	0.82%	56
2021 Q2	$111M	Sell	361,254 -22,326	-6%	-$6.26M	0.85%	61
2021 Q1	$94.5M	Buy	383,580 +61,677	+19%	+$15.5M	0.84%	58
2020 Q4	$87.8M	Buy	+321,903	New	+$79.9M	0.88%	53

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

Echo Street Capital Management's ISRG Position: Q1 2023 in Review

Echo Street Capital Management sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 1,631 shares — an estimated $433K sold.

Echo Street Capital Management first reported a position in ISRG in Q4 2020 and held it in 8 quarters. The position peaked at $124M in Q4 2021. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

Echo Street Capital Management reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,631 Intuitive Surgical shares in Q1 2023, an estimated $433K.
Echo Street Capital Management first reported a position in Intuitive Surgical in Q4 2020 and held it in 8 quarters.
Echo Street Capital Management's Intuitive Surgical position peaked at $124M in Q4 2021.
1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.