Jacobs Levy Equity Management’s Intuitive Surgical ISRG Stock Holding History

Jacobs Levy Equity 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 Q2	–	Sell	-6,521	Closed	-$1.67M	–	1025
2023 Q1	$1.67M	Buy	+6,521	New	+$1.61M	0.01%	605
2022 Q4	–	Sell	-24,736	Closed	-$4.64M	–	984
2022 Q3	$4.64M	Sell	24,736 -236,867	-91%	-$50.9M	0.04%	407
2022 Q2	$52.5M	Sell	261,603 -122,927	-32%	-$28.8M	0.41%	53
2022 Q1	$116M	Sell	384,530 -36,998	-9%	-$10.8M	0.78%	21
2021 Q4	$151M	Sell	421,528 -61,508	-13%	-$21.2M	1.01%	9
2021 Q3	$160M	Buy	483,036 +481,947	+44,256%	+$162M	1.08%	6
2021 Q2	$334K	Sell	1,089 -369	-25%	-$104K	﹤0.01%	918
2021 Q1	$359K	Buy	+1,458	New	+$367K	﹤0.01%	909
2019 Q1	–	Sell	-222,564	Closed	-$35.5M	–	990
2018 Q4	$35.5M	Buy	222,564 +64,932	+41%	+$11M	0.62%	28
2018 Q3	$30.2M	Buy	157,632 +37,092	+31%	+$6.59M	0.43%	53
2018 Q2	$19.2M	Buy	120,540 +34,101	+39%	+$5.2M	0.3%	101
2018 Q1	$11.9M	Buy	+86,439	New	+$12.1M	0.2%	156
2017 Q2	–	Sell	-107,721	Closed	-$9.17M	–	970
2017 Q1	$9.17M	Sell	107,721 -85,401	-44%	-$6.75M	0.19%	171
2016 Q4	$13.6M	Sell	193,122 -54,468	-22%	-$4M	0.26%	115
2016 Q3	$19.9M	Buy	247,590 +103,023	+71%	+$7.89M	0.36%	79
2016 Q2	$10.6M	Sell	144,567 -73,791	-34%	-$5.19M	0.22%	139
2016 Q1	$14.6M	Buy	+218,358	New	+$13.5M	0.31%	94

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Jacobs Levy Equity Management's ISRG Position: Q2 2023 in Review

Jacobs Levy Equity Management sold out of Intuitive Surgical (ISRG) in Q2 2023, closing a stake of 6,521 shares — an estimated $1.67M sold.

Jacobs Levy Equity Management first reported a position in ISRG in Q1 2016 and held it in 17 quarters. The position peaked at $160M in Q3 2021. 1,556 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

Jacobs Levy Equity Management reported no remaining Intuitive Surgical position as of Q2 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 6,521 Intuitive Surgical shares in Q2 2023, an estimated $1.67M.
Jacobs Levy Equity Management first reported a position in Intuitive Surgical in Q1 2016 and held it in 17 quarters.
Jacobs Levy Equity Management's Intuitive Surgical position peaked at $160M in Q3 2021.
1,556 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2023, filed 14 Aug 2023.