ER
ISRG icon

Enlightenment Research’s Intuitive Surgical ISRG Stock Holding History

Enlightenment Research’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
2021
Q3 		– Sell
-1,050
Closed -$322K – 167
2021
Q2 		$322K Buy
1,050
+150
+17% +$42.1K 0.41% 77
2021
Q1 		$222K Buy
+900
New +$226K 0.27% 118
2020
Q4 		– Sell
-1,500
Closed -$355K – 109
2020
Q3 		$355K Buy
+1,500
New +$337K 1.05% 32

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Enlightenment Research's ISRG Position: Q3 2021 in Review

Enlightenment Research sold out of Intuitive Surgical (ISRG) in Q3 2021, closing a stake of 1,050 shares — an estimated $322K sold.

Enlightenment Research first reported a position in ISRG in Q3 2020 and held it in 3 quarters. The position peaked at $355K in Q3 2020. 1,371 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • Enlightenment Research reported no remaining Intuitive Surgical position as of Q3 2021 after selling out during the quarter.
  • Enlightenment Research sold 1,050 Intuitive Surgical shares in Q3 2021, an estimated $322K.
  • Enlightenment Research first reported a position in Intuitive Surgical in Q3 2020 and held it in 3 quarters.
  • Enlightenment Research's Intuitive Surgical position peaked at $355K in Q3 2020.
  • 1,371 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on Enlightenment Research's 13F filing for Q3 2021, filed 15 Nov 2021.