Kings Point Capital Management’s Intuitive Surgical ISRG Stock Holding History

Kings Point Capital 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	$110K	Sell	366 -2	-0.5%	-$584	0.01%	263
2021 Q4	$132K	Buy	368 +2	+0.5%	+$688	0.01%	267
2021 Q3	$121K	Sell	366 -9	-2%	-$3.02K	0.01%	253
2021 Q2	$115K	Buy	375 +9	+2%	+$2.52K	0.01%	259
2021 Q1	$90K	Buy	366 +3	+0.8%	+$755	0.01%	274
2020 Q4	$99K	Sell	363 -30	-8%	-$7.45K	0.01%	251
2020 Q3	$93K	Buy	393 +30	+8%	+$6.74K	0.01%	242
2020 Q2	$69K	Hold	363	–	–	0.01%	248
2020 Q1	$60K	Hold	363	–	–	0.01%	264
2019 Q4	$72K	Hold	363	–	–	0.01%	273
2019 Q3	$65K	Hold	363	–	–	0.01%	266
2019 Q2	$63K	Buy	363 +57	+19%	+$9.77K	0.01%	235
2019 Q1	$58K	Hold	306	–	–	0.01%	219
2018 Q4	$49K	Hold	306	–	–	0.01%	222
2018 Q3	$59K	Hold	306	–	–	0.01%	223
2018 Q2	$49K	Hold	306	–	–	0.01%	238
2018 Q1	$42K	Hold	306	–	–	0.01%	252
2017 Q4	$37K	Hold	306	–	–	0.01%	259
2017 Q3	$36K	Hold	306	–	–	0.01%	245
2017 Q2	$32K	Buy	306 +144	+89%	+$13.8K	0.01%	252
2017 Q1	$14K	Hold	162	–	–	﹤0.01%	324
2016 Q4	$11K	Hold	162	–	–	﹤0.01%	299
2016 Q3	$13K	Buy	+162	New	+$12.4K	﹤0.01%	285

Other funds holding ISRG

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

BlackRock New York $5.72T AUM 30.48% 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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kings Point Capital Management's ISRG Position: Q1 2022 in Review

Kings Point Capital Management reduced its Intuitive Surgical (ISRG) stake by 0.54% in Q1 2022, selling an estimated $584 and leaving 366 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #263.

Kings Point Capital Management first reported a position in ISRG in Q3 2016 and has held it in 23 quarters since. The position peaked at $132K in Q4 2021. 1,468 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

Kings Point Capital Management held 366 shares of Intuitive Surgical worth $110K as of Q1 2022.
Kings Point Capital Management sold 2 Intuitive Surgical shares in Q1 2022, an estimated $584.
Intuitive Surgical made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #263 holding.
Kings Point Capital Management first reported a position in Intuitive Surgical in Q3 2016 and has held it in 23 quarters since.
Kings Point Capital Management's Intuitive Surgical position peaked at $132K in Q4 2021.
1,468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.