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Equitec Proprietary Markets’s Intuitive Surgical ISRG Stock Holding History

Equitec Proprietary Markets’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
2022
Q1 		– Sell
-230
Closed -$83K – 338
2021
Q4 		$83K Buy
+230
New +$79.1K 0.01% 173
2015
Q1 		– Sell
-2,943
Closed -$173K – 342
2014
Q4 		$173K Buy
+2,943
New +$164K 0.01% 343

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Equitec Proprietary Markets's ISRG Position: Q1 2022 in Review

Equitec Proprietary Markets sold out of Intuitive Surgical (ISRG) in Q1 2022, closing a stake of 230 shares — an estimated $83K sold.

Equitec Proprietary Markets first reported a position in ISRG in Q4 2014 and held it in 2 quarters. The position peaked at $173K in Q4 2014. 1,468 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

  • Equitec Proprietary Markets reported no remaining Intuitive Surgical position as of Q1 2022 after selling out during the quarter.
  • Equitec Proprietary Markets sold 230 Intuitive Surgical shares in Q1 2022, an estimated $83K.
  • Equitec Proprietary Markets first reported a position in Intuitive Surgical in Q4 2014 and held it in 2 quarters.
  • Equitec Proprietary Markets's Intuitive Surgical position peaked at $173K in Q4 2014.
  • 1,468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on Equitec Proprietary Markets's 13F filing for Q1 2022, filed 22 Apr 2022.