Industrial Alliance Investment Management’s Intuitive Surgical ISRG Stock Holding History

Industrial Alliance Investment 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
2023 Q3	–	Sell	-83	Closed	-$28K	–	84
2023 Q2	$28K	Sell	83 -20,991	-100%	-$6.35M	0.01%	156
2023 Q1	$5.38M	Sell	21,074 -13,193	-39%	-$3.25M	0.15%	122
2022 Q4	$9.09M	Sell	34,267 -1,793	-5%	-$437K	0.25%	93
2022 Q3	$6.76M	Buy	36,060 +727	+2%	+$156K	0.2%	115
2022 Q2	$7.09M	Buy	35,333 +929	+3%	+$218K	0.2%	118
2022 Q1	$10.4M	Buy	34,404 +2,054	+6%	+$600K	0.25%	98
2021 Q4	$11.6M	Buy	+32,350	New	+$11.1M	0.27%	88

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

Industrial Alliance Investment Management's ISRG Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Intuitive Surgical (ISRG) in Q3 2023, closing a stake of 83 shares — an estimated $28K sold.

Industrial Alliance Investment Management first reported a position in ISRG in Q4 2021 and held it in 7 quarters. The position peaked at $11.6M in Q4 2021. 1,550 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

Industrial Alliance Investment Management reported no remaining Intuitive Surgical position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 83 Intuitive Surgical shares in Q3 2023, an estimated $28K.
Industrial Alliance Investment Management first reported a position in Intuitive Surgical in Q4 2021 and held it in 7 quarters.
Industrial Alliance Investment Management's Intuitive Surgical position peaked at $11.6M in Q4 2021.
1,550 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.