JG
ISRG icon

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
2022
Q3 		– Sell
-50,000
Closed -$10M – 1786
2022
Q2 		$10M Buy
+50,000
New +$11.7M 0.08% 186
2020
Q2 		– Sell
-4,800
Closed -$792K – 1677
2020
Q1 		$792K Buy
+4,800
New +$879K 0.01% 1129
2019
Q4 		– Sell
-6,000
Closed -$1.08M – 2750
2019
Q3 		$1.08M Buy
+6,000
New +$1.04M 0.01% 1462
2019
Q2 		– Sell
-11,400
Closed -$2.17M – 2689
2019
Q1 		$2.17M Sell
11,400
-186,600
-94% -$33.2M 0.02% 875
2018
Q4 		$31.6M Buy
198,000
+4,500
+2% +$763K 0.26% 56
2018
Q3 		$37M Buy
193,500
+8,100
+4% +$1.44M 0.24% 55
2018
Q2 		$29.6M Sell
185,400
-2,700
-1% -$412K 0.17% 79
2018
Q1 		$25.9M Sell
188,100
-34,800
-16% -$4.86M 0.14% 90
2017
Q4 		$27.1M Sell
222,900
-3,900
-2% -$488K 0.13% 94
2017
Q3 		$26.4M Buy
226,800
+4,500
+2% +$490K 0.17% 88
2017
Q2 		$23.1M Buy
222,300
+142,200
+178% +$13.7M 0.15% 105
2017
Q1 		$6.82M Sell
80,100
-70,200
-47% -$5.55M 0.05% 382
2016
Q4 		$10.6M Buy
150,300
+75,600
+101% +$5.56M 0.06% 328
2016
Q3 		$6.02M Buy
74,700
+2,700
+4% +$207K 0.03% 470
2016
Q2 		$5.29M Buy
+72,000
New +$5.07M 0.02% 482
2015
Q4 		– Sell
-43,200
Closed -$2.21M – 2409
2015
Q3 		$2.21M Buy
+43,200
New +$2.45M 0.01% 850
2014
Q1 		– Sell
-150,300
Closed -$6.41M – 2208
2013
Q4 		$6.41M Buy
+150,300
New +$6.32M 0.04% 260

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.