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HealthCor Management’s Intuitive Surgical ISRG Stock Holding History

HealthCor Management’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 		$1.53M Buy
+5,750
New +$1.4M 1.4% 11
2022
Q3 		– Sell
-72,490
Closed -$14.5M – 65
2022
Q2 		$14.5M Buy
+72,490
New +$17M 1.46% 28
2020
Q1 		– Sell
-250,650
Closed -$49.4M – 54
2019
Q4 		$49.4M Sell
250,650
-454,965
-64% -$85.2M 1.76% 23
2019
Q3 		$127M Buy
+705,615
New +$122M 4.8% 5
2019
Q2 		– Sell
-404,070
Closed -$76.9M – 61
2019
Q1 		$76.9M Sell
404,070
-759,690
-65% -$135M 3.1% 12
2018
Q4 		$186M Buy
1,163,760
+622,380
+115% +$105M 5.81% 2
2018
Q3 		$104M Buy
541,380
+13,350
+3% +$2.37M 3.44% 10
2018
Q2 		$84.2M Sell
528,030
-319,230
-38% -$48.7M 2.67% 13
2018
Q1 		$117M Buy
847,260
+182,850
+28% +$25.5M 3.97% 8
2017
Q4 		$80.8M Buy
664,410
+439,050
+195% +$54.9M 2.63% 16
2017
Q3 		$26.2M Sell
225,360
-695,412
-76% -$75.8M 0.88% 33
2017
Q2 		$95.7M Sell
920,772
-429,228
-32% -$41.3M 3.45% 9
2017
Q1 		$115M Sell
1,350,000
-225,000
-14% -$17.8M 5.27% 7
2016
Q4 		$111M Buy
+1,575,000
New +$116M 6.27% 3
2015
Q1 		– Sell
-689,400
Closed -$40.5M – 69
2014
Q4 		$40.5M Sell
689,400
-1,245,600
-64% -$69.4M 2.26% 19
2014
Q3 		$99.3M Buy
1,935,000
+745,200
+63% +$37M 5.1% 3
2014
Q2 		$54.4M Buy
+1,189,800
New +$52.5M 2.73% 13
2014
Q1 		– Sell
-454,086
Closed -$21.4M – 64
2013
Q4 		$19.4M Sell
454,086
-1,476,900
-76% -$62.1M 1.18% 29
2013
Q3 		$80.7M Buy
1,930,986
+265,986
+16% +$11.7M 4.33% 4
2013
Q2 		$93.6M Buy
+1,665,000
New +$91.7M 5.66% 3

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

HealthCor Management's ISRG Position: Q4 2022 in Review

HealthCor Management opened a new position in Intuitive Surgical (ISRG) in Q4 2022: 5,750 shares worth $1.53M. The stake represents 1.4% of the portfolio and ranks #11 among its holdings. This is a return to the name: HealthCor Management previously reported a position in ISRG as recently as Q2 2022.

HealthCor Management first reported a position in ISRG in Q2 2013 and has held it in 20 quarters since. The position peaked at $186M in Q4 2018. 1,438 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

  • HealthCor Management held 5,750 shares of Intuitive Surgical worth $1.53M as of Q4 2022.
  • Intuitive Surgical was a new HealthCor Management position in Q4 2022.
  • Intuitive Surgical made up 1.4% of HealthCor Management's portfolio in Q4 2022, its #11 holding.
  • HealthCor Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 20 quarters since.
  • HealthCor Management's Intuitive Surgical position peaked at $186M in Q4 2018.
  • 1,438 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on HealthCor Management's 13F filing for Q4 2022, filed 15 Feb 2023.