Fund Management at Engine No 1’s Intuitive Surgical ISRG Stock Holding History

Fund Management at Engine No 1’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	–	Sell	-5,025	Closed	-$1.47M	–	214
2023 Q3	$1.47M	Buy	5,025 +463	+10%	+$145K	0.22%	93
2023 Q2	$1.56M	Buy	4,562 +312	+7%	+$94.4K	0.29%	76
2023 Q1	$1.09M	Buy	4,250 +359	+9%	+$88.4K	0.22%	100
2022 Q4	$1.03M	Buy	3,891 +457	+13%	+$111K	0.25%	93
2022 Q3	$644K	Sell	3,434 -191	-5%	-$41K	0.19%	118
2022 Q2	$728K	Buy	3,625 +597	+20%	+$140K	0.19%	115
2022 Q1	$913K	Buy	+3,028	New	+$885K	0.23%	101

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fund Management at Engine No 1's ISRG Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 5,025 shares — an estimated $1.47M sold.

Fund Management at Engine No 1 first reported a position in ISRG in Q1 2022 and held it in 7 quarters. The position peaked at $1.56M in Q2 2023. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 5,025 Intuitive Surgical shares in Q4 2023, an estimated $1.47M.
Fund Management at Engine No 1 first reported a position in Intuitive Surgical in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Intuitive Surgical position peaked at $1.56M in Q2 2023.
1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.