EAMA
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EFG Asset Management (Americas)’s Intuitive Surgical ISRG Stock Holding History

EFG Asset Management (Americas)’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
2024
Q3 		– Sell
-465
Closed -$207K – 128
2024
Q2 		$207K Sell
465
-179
-28% -$71.3K 0.04% 123
2024
Q1 		$257K Sell
644
-458
-42% -$173K 0.08% 117
2023
Q4 		$372K Sell
1,102
-87
-7% -$25.9K 0.08% 116
2023
Q3 		$348K Sell
1,189
-49
-4% -$15.3K 0.08% 119
2023
Q2 		$423K Sell
1,238
-234
-16% -$70.8K 0.1% 113
2023
Q1 		$376K Sell
1,472
-5,321
-78% -$1.31M 0.09% 117
2022
Q4 		$1.81M Buy
6,793
+5,195
+325% +$1.27M 0.45% 70
2022
Q3 		$300K Sell
1,598
-7
-0.4% -$1.5K 0.08% 118
2022
Q2 		$322K Sell
1,605
-139
-8% -$32.6K 0.08% 116
2022
Q1 		$526K Buy
1,744
+16
+0.9% +$4.67K 0.1% 109
2021
Q4 		$621K Buy
1,728
+33
+2% +$11.4K 0.1% 109
2021
Q3 		$562K Buy
1,695
+201
+13% +$67.5K 0.1% 114
2021
Q2 		$458K Buy
1,494
+198
+15% +$55.5K 0.09% 116
2021
Q1 		$319K Buy
1,296
+201
+18% +$50.6K 0.07% 125
2020
Q4 		$299K Sell
1,095
-198
-15% -$49.2K 0.06% 121
2020
Q3 		$306K Buy
+1,293
New +$290K 0.07% 121
2020
Q1 		– Sell
-11,646
Closed -$2.29M – 120
2019
Q4 		$2.29M Sell
11,646
-5,343
-31% -$1M 0.61% 63
2019
Q3 		$3.06M Buy
16,989
+2,427
+17% +$420K 0.92% 45
2019
Q2 		$2.55M Sell
14,562
-372
-2% -$63.7K 0.72% 63
2019
Q1 		$2.84M Sell
14,934
-4,137
-22% -$735K 0.86% 52
2018
Q4 		$3.04M Buy
19,071
+2,001
+12% +$339K 1.09% 36
2018
Q3 		$3.27M Buy
17,070
+4,155
+32% +$738K 0.94% 44
2018
Q2 		$2.06M Buy
12,915
+5,988
+86% +$913K 0.62% 51
2018
Q1 		$953K Buy
6,927
+2,532
+58% +$353K 0.4% 57
2017
Q4 		$535K Buy
+4,395
New +$550K 0.19% 97

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EFG Asset Management (Americas)'s ISRG Position: Q3 2024 in Review

EFG Asset Management (Americas) sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 465 shares — an estimated $207K sold.

EFG Asset Management (Americas) first reported a position in ISRG in Q4 2017 and held it in 25 quarters. The position peaked at $3.27M in Q3 2018. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • EFG Asset Management (Americas) reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 465 Intuitive Surgical shares in Q3 2024, an estimated $207K.
  • EFG Asset Management (Americas) first reported a position in Intuitive Surgical in Q4 2017 and held it in 25 quarters.
  • EFG Asset Management (Americas)'s Intuitive Surgical position peaked at $3.27M in Q3 2018.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2024, filed 12 Nov 2024.