Kiwi Wealth Investments Limited Partnership’s Intuitive Surgical ISRG Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q4	–	Sell	-21,307	Closed	-$4.28M	–	237
2022 Q3	$4.28M	Hold	21,307	–	–	0.3%	87
2022 Q2	$4.28M	Sell	21,307 -6,132	-22%	-$1.44M	0.3%	87
2022 Q1	$8.28M	Buy	27,439 +26,144	+2,019%	+$7.64M	0.45%	56
2021 Q4	$465K	Sell	1,295 -9,904	-88%	-$3.41M	0.02%	229
2021 Q3	$3.71M	Buy	+11,199	New	+$3.76M	0.19%	141
2019 Q1	–	Sell	-26,085	Closed	-$4.16M	–	186
2018 Q4	$4.16M	Buy	+26,085	New	+$4.42M	0.44%	76

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

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

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

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

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

Kiwi Wealth Investments Limited Partnership's ISRG Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Intuitive Surgical (ISRG) in Q4 2022, closing a stake of 21,307 shares — an estimated $4.28M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in ISRG in Q4 2018 and held it in 6 quarters. The position peaked at $8.28M in Q1 2022. 1,438 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

Kiwi Wealth Investments Limited Partnership reported no remaining Intuitive Surgical position as of Q4 2022 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 21,307 Intuitive Surgical shares in Q4 2022, an estimated $4.28M.
Kiwi Wealth Investments Limited Partnership first reported a position in Intuitive Surgical in Q4 2018 and held it in 6 quarters.
Kiwi Wealth Investments Limited Partnership's Intuitive Surgical position peaked at $8.28M in Q1 2022.
1,438 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.