Kelly Lawrence W & Associates’s Intuitive Surgical ISRG Stock Holding History

Kelly Lawrence W & Associates’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
2024 Q3	–	Sell	-15	Closed	-$6.67K	–	176
2024 Q2	$6.67K	Hold	15	–	–	﹤0.01%	152
2024 Q1	$5.99K	Sell	15 -717	-98%	-$271K	﹤0.01%	154
2023 Q4	$247K	Hold	732	–	–	0.06%	69
2023 Q3	$214K	Hold	732	–	–	0.06%	71
2023 Q2	$240K	Hold	732	–	–	0.06%	70
2023 Q1	$187K	Hold	732	–	–	0.05%	73
2022 Q4	$194K	Hold	732	–	–	0.06%	73
2022 Q3	$137K	Hold	732	–	–	0.04%	91
2022 Q2	$147K	Hold	732	–	–	0.04%	85
2022 Q1	$221K	Hold	732	–	–	0.05%	75
2021 Q4	$263K	Hold	732	–	–	0.05%	69
2021 Q3	$243K	Hold	732	–	–	0.05%	68
2021 Q2	$224K	Hold	732	–	–	0.05%	72
2021 Q1	$180K	Buy	+732	New	+$184K	0.04%	74
2020 Q4	–	Sell	-732	Closed	-$173K	–	109
2020 Q3	$173K	Hold	732	–	–	0.05%	62
2020 Q2	$139K	Hold	732	–	–	0.03%	67
2020 Q1	$121K	Hold	732	–	–	0.03%	73
2019 Q4	$144K	Hold	732	–	–	0.02%	89
2019 Q3	$132K	Sell	732 -300	-29%	-$51.9K	0.02%	92
2019 Q2	$180K	Buy	1,032 +600	+139%	+$103K	0.03%	84
2019 Q1	$82K	Hold	432	–	–	0.01%	98
2018 Q4	$69K	Hold	432	–	–	0.01%	98
2018 Q3	$83K	Hold	432	–	–	0.01%	107
2018 Q2	$69K	Hold	432	–	–	0.01%	108
2018 Q1	$59K	Hold	432	–	–	0.01%	110
2017 Q4	$53K	Hold	432	–	–	0.01%	118
2017 Q3	$50K	Hold	432	–	–	0.01%	113
2017 Q2	$45K	Hold	432	–	–	0.01%	112
2017 Q1	$37K	Hold	432	–	–	0.01%	133
2016 Q4	$30K	Hold	432	–	–	0.01%	134
2016 Q3	$35K	Hold	432	–	–	0.01%	139
2016 Q2	$32K	Buy	+432	New	+$30.4K	0.01%	152

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kelly Lawrence W & Associates's ISRG Position: Q3 2024 in Review

Kelly Lawrence W & Associates sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 15 shares — an estimated $6.67K sold.

Kelly Lawrence W & Associates first reported a position in ISRG in Q2 2016 and held it in 32 quarters. The position peaked at $263K in Q4 2021. 1,953 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

Kelly Lawrence W & Associates reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
Kelly Lawrence W & Associates sold 15 Intuitive Surgical shares in Q3 2024, an estimated $6.67K.
Kelly Lawrence W & Associates first reported a position in Intuitive Surgical in Q2 2016 and held it in 32 quarters.
Kelly Lawrence W & Associates's Intuitive Surgical position peaked at $263K in Q4 2021.
1,953 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Kelly Lawrence W & Associates's 13F filing for Q3 2024, filed 14 Nov 2024.