Essex Investment Management’s Intuitive Surgical ISRG Stock Holding History

Essex Investment 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
2022 Q3	–	Sell	-4,950	Closed	-$994K	–	423
2022 Q2	$994K	Hold	4,950	–	–	0.16%	195
2022 Q1	$1.49M	Buy	4,950 +3	+0.1%	+$876	0.19%	174
2021 Q4	$1.78M	Sell	4,947 -615	-11%	-$212K	0.2%	156
2021 Q3	$1.84M	Sell	5,562 -39	-0.7%	-$13.1K	0.23%	153
2021 Q2	$1.72M	Sell	5,601 -192	-3%	-$53.9K	0.2%	172
2021 Q1	$1.43M	Sell	5,793 -240	-4%	-$60.4K	0.17%	189
2020 Q4	$1.65M	Sell	6,033 -414	-6%	-$103K	0.2%	158
2020 Q3	$1.52M	Buy	+6,447	New	+$1.45M	0.22%	151
2016 Q4	–	Sell	-6,588	Closed	-$531K	–	360
2016 Q3	$531K	Hold	6,588	–	–	0.09%	243
2016 Q2	$484K	Hold	6,588	–	–	0.08%	239
2016 Q1	$440K	Buy	+6,588	New	+$408K	0.08%	243

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Essex Investment Management's ISRG Position: Q3 2022 in Review

Essex Investment Management sold out of Intuitive Surgical (ISRG) in Q3 2022, closing a stake of 4,950 shares — an estimated $994K sold.

Essex Investment Management first reported a position in ISRG in Q1 2016 and held it in 11 quarters. The position peaked at $1.84M in Q3 2021. 1,309 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

Essex Investment Management reported no remaining Intuitive Surgical position as of Q3 2022 after selling out during the quarter.
Essex Investment Management sold 4,950 Intuitive Surgical shares in Q3 2022, an estimated $994K.
Essex Investment Management first reported a position in Intuitive Surgical in Q1 2016 and held it in 11 quarters.
Essex Investment Management's Intuitive Surgical position peaked at $1.84M in Q3 2021.
1,309 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on Essex Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.