KB Financial Partners’s Intuitive Surgical ISRG Stock Holding History

KB Financial Partners’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	$137K	Sell	469 -177	-27%	-$55.3K	0.04%	175
2023 Q2	$221K	Hold	646	–	–	0.06%	169
2023 Q1	$165K	Buy	646 +170	+36%	+$41.9K	0.05%	177
2022 Q4	$126K	Buy	476 +12	+3%	+$2.93K	0.04%	197
2022 Q3	$87K	Sell	464 -84	-15%	-$18K	0.03%	209
2022 Q2	$110K	Buy	548 +141	+35%	+$33.1K	0.04%	199
2022 Q1	$123K	Buy	407 +35	+9%	+$10.2K	0.03%	211
2021 Q4	$134K	Buy	+372	New	+$128K	0.04%	218
2021 Q3	–	Sell	-15	Closed	-$5K	–	362
2021 Q2	$5K	Hold	15	–	–	﹤0.01%	479
2021 Q1	$4K	Buy	+15	New	+$3.77K	﹤0.01%	514

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

KB Financial Partners's ISRG Position: Q3 2023 in Review

KB Financial Partners reduced its Intuitive Surgical (ISRG) stake by 27% in Q3 2023, selling an estimated $55.3K and leaving 469 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #175.

KB Financial Partners first reported a position in ISRG in Q1 2021 and has held it in 10 quarters since. The position peaked at $221K in Q2 2023. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

KB Financial Partners held 469 shares of Intuitive Surgical worth $137K as of Q3 2023.
KB Financial Partners sold 177 Intuitive Surgical shares in Q3 2023, an estimated $55.3K.
Intuitive Surgical made up 0.04% of KB Financial Partners's portfolio in Q3 2023, its #175 holding.
KB Financial Partners first reported a position in Intuitive Surgical in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Intuitive Surgical position peaked at $221K in Q2 2023.
1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.