FourThought Financial’s Intuitive Surgical ISRG Stock Holding History

FourThought Financial’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	$547K	Sell	2,920 -260	-8%	-$55.8K	0.08%	162
2022 Q2	$638K	Sell	3,180 -871	-22%	-$204K	0.09%	155
2022 Q1	$1.22M	Sell	4,051 -724	-15%	-$212K	0.15%	111
2021 Q4	$1.72M	Sell	4,775 -394	-8%	-$136K	0.22%	88
2021 Q3	$1.71M	Sell	5,169 -1,464	-22%	-$492K	0.23%	86
2021 Q2	$2.03M	Sell	6,633 -1,098	-14%	-$308K	0.27%	79
2021 Q1	$1.9M	Buy	7,731 +1,002	+15%	+$252K	0.28%	72
2020 Q4	$1.83M	Buy	+6,729	New	+$1.67M	0.29%	66

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

FourThought Financial's ISRG Position: Q3 2022 in Review

FourThought Financial reduced its Intuitive Surgical (ISRG) stake by 8.2% in Q3 2022, selling an estimated $55.8K and leaving 2,920 shares worth $547K. The position accounts for 0.08% of the portfolio, ranked #162.

FourThought Financial first reported a position in ISRG in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.03M in Q2 2021. 1,309 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

FourThought Financial held 2,920 shares of Intuitive Surgical worth $547K as of Q3 2022.
FourThought Financial sold 260 Intuitive Surgical shares in Q3 2022, an estimated $55.8K.
Intuitive Surgical made up 0.08% of FourThought Financial's portfolio in Q3 2022, its #162 holding.
FourThought Financial first reported a position in Intuitive Surgical in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Intuitive Surgical position peaked at $2.03M in Q2 2021.
1,309 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.