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Ergoteles’s Intuitive Surgical ISRG Stock Holding History

Ergoteles’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
Q3 		– Sell
-1,066
Closed -$365K – 449
2023
Q2 		$365K Sell
1,066
-129
-11% -$39K 0.02% 723
2023
Q1 		$305K Sell
1,195
-61,482
-98% -$15.1M 0.01% 891
2022
Q4 		$16.6M Buy
62,677
+57,360
+1,079% +$14M 0.61% 25
2022
Q3 		$997K Buy
+5,317
New +$1.14M 0.04% 484
2022
Q2 		– Sell
-19,113
Closed -$5.77M – 1817
2022
Q1 		$5.77M Buy
+19,113
New +$5.58M 0.22% 113

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ergoteles's ISRG Position: Q3 2023 in Review

Ergoteles sold out of Intuitive Surgical (ISRG) in Q3 2023, closing a stake of 1,066 shares — an estimated $365K sold.

Ergoteles first reported a position in ISRG in Q1 2022 and held it in 5 quarters. The position peaked at $16.6M in Q4 2022. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

  • Ergoteles reported no remaining Intuitive Surgical position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 1,066 Intuitive Surgical shares in Q3 2023, an estimated $365K.
  • Ergoteles first reported a position in Intuitive Surgical in Q1 2022 and held it in 5 quarters.
  • Ergoteles's Intuitive Surgical position peaked at $16.6M in Q4 2022.
  • 1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.