Highlander Capital Management’s Intuitive Surgical ISRG Stock Holding History

Highlander Capital 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
2024 Q1	$3.62M	Hold	9,075	–	–	1.24%	16
2023 Q4	$3.06M	Hold	9,075	–	–	1.09%	17
2023 Q3	$2.65M	Hold	9,075	–	–	1.04%	18
2023 Q2	$3.1M	Hold	9,075	–	–	1.44%	13
2023 Q1	$2.32M	Hold	9,075	–	–	1.13%	16
2022 Q4	$2.41M	Hold	9,075	–	–	1.26%	16
2022 Q3	$1.7M	Hold	9,075	–	–	0.98%	22
2022 Q2	$1.82M	Hold	9,075	–	–	0.98%	22
2022 Q1	$2.74M	Hold	9,075	–	–	1.28%	15
2021 Q4	$3.26M	Hold	9,075	–	–	1.51%	14
2021 Q3	$3.01M	Hold	9,075	–	–	1.52%	14
2021 Q2	$2.78M	Hold	9,075	–	–	1.39%	15
2021 Q1	$2.23M	Buy	9,075 +75	+0.8%	+$18.9K	1.17%	19
2020 Q4	$2.45M	Hold	9,000	–	–	1.37%	15
2020 Q3	$2.13M	Hold	9,000	–	–	1.29%	15
2020 Q2	$1.71M	Hold	9,000	–	–	1.08%	21
2020 Q1	$1.49M	Hold	9,000	–	–	1.07%	18
2019 Q4	$1.77M	Hold	9,000	–	–	1.02%	22
2019 Q3	$1.62M	Hold	9,000	–	–	1%	21
2019 Q2	$1.57M	Hold	9,000	–	–	0.95%	21
2019 Q1	$1.71M	Hold	9,000	–	–	1.06%	15
2018 Q4	$1.4M	Hold	9,000	–	–	0.92%	23
2018 Q3	$1.72M	Hold	9,000	–	–	0.96%	18
2018 Q2	$1.44M	Hold	9,000	–	–	0.81%	27
2018 Q1	$1.2M	Buy	+9,000	New	+$1.26M	0.71%	32

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Highlander Capital Management's ISRG Position: Q1 2024 in Review

Highlander Capital Management held its Intuitive Surgical (ISRG) position steady in Q1 2024 at 9,075 shares worth $3.62M. The position accounts for 1.24% of the portfolio, ranked #16.

Highlander Capital Management first reported a position in ISRG in Q1 2018 and has held it in 25 quarters since. 1,743 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

Highlander Capital Management held 9,075 shares of Intuitive Surgical worth $3.62M as of Q1 2024.
Highlander Capital Management left its Intuitive Surgical share count unchanged in Q1 2024.
Intuitive Surgical made up 1.24% of Highlander Capital Management's portfolio in Q1 2024, its #16 holding.
Highlander Capital Management first reported a position in Intuitive Surgical in Q1 2018 and has held it in 25 quarters since.
1,743 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.