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Kalos Management’s Intuitive Surgical ISRG Stock Holding History

Kalos 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
2022
Q1 		– Sell
-1,017
Closed -$434K – 244
2021
Q4 		$434K Sell
1,017
-1,977
-66% -$680K 0.12% 174
2021
Q3 		$426K Buy
2,994
+1,812
+153% +$608K 0.12% 172
2021
Q2 		$396K Buy
+1,182
New +$332K 0.16% 161

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kalos Management's ISRG Position: Q1 2022 in Review

Kalos Management sold out of Intuitive Surgical (ISRG) in Q1 2022, closing a stake of 1,017 shares — an estimated $434K sold.

Kalos Management first reported a position in ISRG in Q2 2021 and held it in 3 quarters. The position peaked at $434K in Q4 2021. 1,468 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

  • Kalos Management reported no remaining Intuitive Surgical position as of Q1 2022 after selling out during the quarter.
  • Kalos Management sold 1,017 Intuitive Surgical shares in Q1 2022, an estimated $434K.
  • Kalos Management first reported a position in Intuitive Surgical in Q2 2021 and held it in 3 quarters.
  • Kalos Management's Intuitive Surgical position peaked at $434K in Q4 2021.
  • 1,468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on Kalos Management's 13F filing for Q1 2022, filed 21 Jun 2022.