EWG Elevate’s Intuitive Surgical ISRG Stock Holding History

EWG Elevate’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 Q1	–	Sell	-11	Closed	-$2.92K	–	398
2022 Q4	$2.92K	Buy	+11	New	+$2.68K	﹤0.01%	532

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

EWG Elevate's ISRG Position: Q1 2023 in Review

EWG Elevate sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 11 shares — an estimated $2.92K sold.

EWG Elevate first reported a position in ISRG in Q4 2022 and held it in 1 quarter. The position peaked at $2.92K in Q4 2022. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

EWG Elevate reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 11 Intuitive Surgical shares in Q1 2023, an estimated $2.92K.
EWG Elevate first reported a position in Intuitive Surgical in Q4 2022 and held it in 1 quarter.
EWG Elevate's Intuitive Surgical position peaked at $2.92K in Q4 2022.
1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.