Johnson Midwest Financial’s Intuitive Surgical ISRG Stock Holding History

Johnson Midwest Financial’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	$14K	Hold	48	–	–	0.03%	171
2023 Q2	$16.4K	Hold	48	–	–	0.01%	166
2023 Q1	$12.3K	Hold	48	–	–	0.02%	187
2022 Q4	$13K	Buy	48 +21	+78%	+$5.12K	0.05%	174
2022 Q3	$5	Hold	27	–	–	0.02%	243
2022 Q2	$5K	Hold	27	–	–	0.01%	221
2022 Q1	$8K	Hold	27	–	–	0.01%	185
2021 Q4	$10K	Hold	27	–	–	0.01%	181
2021 Q3	$9K	Hold	27	–	–	0.01%	191
2021 Q2	$8K	Hold	27	–	–	0.01%	184
2021 Q1	$7K	Hold	27	–	–	0.01%	182
2020 Q4	$7K	Buy	+27	New	+$6.7K	0.01%	188

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

Johnson Midwest Financial's ISRG Position: Q3 2023 in Review

Johnson Midwest Financial held its Intuitive Surgical (ISRG) position steady in Q3 2023 at 48 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #171.

Johnson Midwest Financial first reported a position in ISRG in Q4 2020 and has held it in 12 quarters since. The position peaked at $16.4K in Q2 2023. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

Johnson Midwest Financial held 48 shares of Intuitive Surgical worth $14K as of Q3 2023.
Johnson Midwest Financial left its Intuitive Surgical share count unchanged in Q3 2023.
Intuitive Surgical made up 0.03% of Johnson Midwest Financial's portfolio in Q3 2023, its #171 holding.
Johnson Midwest Financial first reported a position in Intuitive Surgical in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Intuitive Surgical position peaked at $16.4K in Q2 2023.
1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.