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Jefferies Group’s Intuitive Surgical ISRG Stock Holding History

Jefferies Group’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
2020
Q2 		– Sell
-4,200
Closed -$693K – 1675
2020
Q1 		$693K Sell
4,200
-2,400
-36% -$440K 0.01% 1179
2019
Q4 		$1.3M Buy
6,600
+6,000
+1,000% +$1.12M 0.01% 1308
2019
Q3 		$108K Buy
+600
New +$104K ﹤0.01% 2496
2019
Q2 		– Sell
-33,000
Closed -$6.28M – 2687
2019
Q1 		$6.28M Buy
33,000
+29,700
+900% +$5.28M 0.05% 356
2018
Q4 		$527K Buy
+3,300
New +$559K ﹤0.01% 1443
2018
Q3 		– Sell
-5,100
Closed -$813K – 2573
2018
Q2 		$813K Sell
5,100
-18,600
-78% -$2.84M ﹤0.01% 1371
2018
Q1 		$3.26M Buy
23,700
+16,800
+243% +$2.34M 0.02% 647
2017
Q4 		$839K Sell
6,900
-5,700
-45% -$713K ﹤0.01% 1472
2017
Q3 		$1.46M Sell
12,600
-34,200
-73% -$3.73M 0.01% 1099
2017
Q2 		$4.86M Buy
46,800
+40,500
+643% +$3.89M 0.03% 544
2017
Q1 		$537K Sell
6,300
-32,400
-84% -$2.56M ﹤0.01% 1563
2016
Q4 		$2.73M Sell
38,700
-63,900
-62% -$4.7M 0.02% 808
2016
Q3 		$8.26M Sell
102,600
-63,000
-38% -$4.82M 0.04% 373
2016
Q2 		$12.2M Sell
165,600
-14,400
-8% -$1.01M 0.06% 237
2016
Q1 		$12M Hold
180,000
– – 0.07% 212
2015
Q4 		$10.9M Buy
180,000
+90,000
+100% +$5.05M 0.06% 243
2015
Q3 		$4.6M Buy
+90,000
New +$5.1M 0.03% 530
2015
Q1 		– Sell
-101,700
Closed -$5.98M – 2243
2014
Q4 		$5.98M Hold
101,700
– – 0.04% 372
2014
Q3 		$5.22M Buy
101,700
+22,500
+28% +$1.12M 0.04% 406
2014
Q2 		$3.62M Hold
79,200
– – 0.03% 430
2014
Q1 		$3.85M Sell
79,200
-55,800
-41% -$2.63M 0.04% 389
2013
Q4 		$5.76M Buy
+135,000
New +$5.68M 0.04% 280

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Group's ISRG Position: Q3 2022 in Review

Jefferies Group sold out of Intuitive Surgical (ISRG) in Q3 2022, closing a stake of 52,128 shares — an estimated $10.5M sold.

Jefferies Group first reported a position in ISRG in Q3 2013 and held it in 27 quarters. The position peaked at $33.8M in Q4 2020. 1,308 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

  • Jefferies Group reported no remaining Intuitive Surgical position as of Q3 2022 after selling out during the quarter.
  • Jefferies Group sold 52,128 Intuitive Surgical shares in Q3 2022, an estimated $10.5M.
  • Jefferies Group first reported a position in Intuitive Surgical in Q3 2013 and held it in 27 quarters.
  • Jefferies Group's Intuitive Surgical position peaked at $33.8M in Q4 2020.
  • 1,308 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.