Geneva Partners’s Intuitive Surgical ISRG Stock Holding History

Geneva Partners’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 Q3	–	Sell	-1,573	Closed	-$538K	–	72
2023 Q2	$538K	Buy	+1,573	New	+$476K	0.35%	55

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Geneva Partners's ISRG Position: Q3 2023 in Review

Geneva Partners sold out of Intuitive Surgical (ISRG) in Q3 2023, closing a stake of 1,573 shares — an estimated $538K sold.

Geneva Partners first reported a position in ISRG in Q2 2023 and held it in 1 quarter. The position peaked at $538K in Q2 2023. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

Geneva Partners reported no remaining Intuitive Surgical position as of Q3 2023 after selling out during the quarter.
Geneva Partners sold 1,573 Intuitive Surgical shares in Q3 2023, an estimated $538K.
Geneva Partners first reported a position in Intuitive Surgical in Q2 2023 and held it in 1 quarter.
Geneva Partners's Intuitive Surgical position peaked at $538K in Q2 2023.
1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Geneva Partners's 13F filing for Q3 2023, filed 25 Oct 2023.