EVM
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Evelyn V. Moreno’s Intuitive Surgical ISRG Stock Holding History

Evelyn V. Moreno’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
Q4 		$248K Sell
736
-1
-0.1% -$298 0.12% 121
2023
Q3 		$215K Hold
737
– – 0.05% 130
2023
Q2 		$252K Buy
+737
New +$223K 0.05% 102

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evelyn V. Moreno's ISRG Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Intuitive Surgical (ISRG) stake by 0.14% in Q4 2023, selling an estimated $298 and leaving 736 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #121.

Evelyn V. Moreno first reported a position in ISRG in Q2 2023 and has held it in 3 quarters since. The position peaked at $252K in Q2 2023. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • Evelyn V. Moreno held 736 shares of Intuitive Surgical worth $248K as of Q4 2023.
  • Evelyn V. Moreno sold 1 Intuitive Surgical share in Q4 2023, an estimated $298.
  • Intuitive Surgical made up 0.12% of Evelyn V. Moreno's portfolio in Q4 2023, its #121 holding.
  • Evelyn V. Moreno first reported a position in Intuitive Surgical in Q2 2023 and has held it in 3 quarters since.
  • Evelyn V. Moreno's Intuitive Surgical position peaked at $252K in Q2 2023.
  • 1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.