Gamble Jones Investment Counsel’s Intuitive Surgical ISRG Stock Holding History

Gamble Jones Investment Counsel’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 Q4	$316K	Hold	1,190	–	–	0.02%	168
2022 Q3	$223K	Hold	1,190	–	–	0.02%	180
2022 Q2	$239K	Hold	1,190	–	–	0.02%	183
2022 Q1	$359K	Buy	1,190 +50	+4%	+$14.6K	0.02%	171
2021 Q4	$410K	Hold	1,140	–	–	0.02%	172
2021 Q3	$378K	Hold	1,140	–	–	0.02%	168
2021 Q2	$349K	Buy	1,140 +60	+6%	+$16.8K	0.02%	178
2021 Q1	$266K	Hold	1,080	–	–	0.02%	192
2020 Q4	$295K	Hold	1,080	–	–	0.02%	181
2020 Q3	$255K	Hold	1,080	–	–	0.02%	185
2020 Q2	$205K	Buy	+1,080	New	+$194K	0.02%	190
2018 Q3	–	Sell	-1,800	Closed	-$287K	–	226
2018 Q2	$287K	Hold	1,800	–	–	0.03%	184
2018 Q1	$248K	Hold	1,800	–	–	0.02%	197
2017 Q4	$219K	Hold	1,800	–	–	0.02%	208
2017 Q3	$209K	Buy	+1,800	New	+$196K	0.02%	204

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Gamble Jones Investment Counsel's ISRG Position: Q4 2022 in Review

Gamble Jones Investment Counsel held its Intuitive Surgical (ISRG) position steady in Q4 2022 at 1,190 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #168.

Gamble Jones Investment Counsel first reported a position in ISRG in Q3 2017 and has held it in 15 quarters since. The position peaked at $410K in Q4 2021. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

Gamble Jones Investment Counsel held 1,190 shares of Intuitive Surgical worth $316K as of Q4 2022.
Gamble Jones Investment Counsel left its Intuitive Surgical share count unchanged in Q4 2022.
Intuitive Surgical made up 0.02% of Gamble Jones Investment Counsel's portfolio in Q4 2022, its #168 holding.
Gamble Jones Investment Counsel first reported a position in Intuitive Surgical in Q3 2017 and has held it in 15 quarters since.
Gamble Jones Investment Counsel's Intuitive Surgical position peaked at $410K in Q4 2021.
1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.