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Greytown Advisors’s Intuitive Surgical ISRG Stock Holding History

Greytown Advisors’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
Q2 		– Sell
-929
Closed -$237K – 94
2023
Q1 		$237K Sell
929
-3
-0.3% -$739 0.12% 81
2022
Q4 		$247K Buy
+932
New +$227K 0.13% 79
2022
Q2 		– Sell
-924
Closed -$279K – 105
2022
Q1 		$279K Sell
924
-182
-16% -$53.2K 0.13% 89
2021
Q4 		$397K Buy
1,106
+5
+0.5% +$1.72K 0.17% 80
2021
Q3 		$365K Hold
1,101
– – 0.16% 84
2021
Q2 		$338K Buy
1,101
+57
+5% +$16K 0.16% 80
2021
Q1 		$257K Buy
1,044
+174
+20% +$43.8K 0.13% 86
2020
Q4 		$237K Buy
+870
New +$216K 0.16% 76

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greytown Advisors's ISRG Position: Q2 2023 in Review

Greytown Advisors sold out of Intuitive Surgical (ISRG) in Q2 2023, closing a stake of 929 shares — an estimated $237K sold.

Greytown Advisors first reported a position in ISRG in Q4 2020 and held it in 8 quarters. The position peaked at $397K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

  • Greytown Advisors reported no remaining Intuitive Surgical position as of Q2 2023 after selling out during the quarter.
  • Greytown Advisors sold 929 Intuitive Surgical shares in Q2 2023, an estimated $237K.
  • Greytown Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 8 quarters.
  • Greytown Advisors's Intuitive Surgical position peaked at $397K in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on Greytown Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.