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La Financiere de L'Echiquier’s Intuitive Surgical ISRG Stock Holding History

La Financiere de L'Echiquier’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
Q2 		$1.13M Buy
2,548
+104
+4% +$41.4K 0.05% 81
2024
Q1 		$975K Sell
2,444
-961
-28% -$363K 0.04% 73
2023
Q4 		$1.15M Sell
3,405
-250
-7% -$74.5K 0.05% 75
2023
Q3 		$1.07M Sell
3,655
-455
-11% -$142K 0.06% 79
2023
Q2 		$1.41M Sell
4,110
-800
-16% -$242K 0.07% 71
2023
Q1 		$1.25M Sell
4,910
-626
-11% -$154K 0.07% 73
2022
Q4 		$1.47M Sell
5,536
-739
-12% -$180K 0.09% 62
2022
Q3 		$1.18M Buy
6,275
+50
+0.8% +$10.7K 0.07% 66
2022
Q2 		$1.25M Sell
6,225
-407
-6% -$95.5K 0.07% 77
2022
Q1 		$2M Buy
6,632
+170
+3% +$49.7K 0.08% 80
2021
Q4 		$2.32M Sell
6,462
-2,010
-24% -$692K 0.08% 73
2021
Q3 		$936K Sell
8,472
-44,973
-84% -$15.1M 0.03% 90
2021
Q2 		$16.4M Sell
53,445
-18,651
-26% -$5.23M 0.63% 50
2021
Q1 		$17.8M Sell
72,096
-4,305
-6% -$1.08M 0.72% 53
2020
Q4 		$20.8M Buy
76,401
+16,980
+29% +$4.22M 0.99% 41
2020
Q3 		$14.1M Buy
59,421
+3,558
+6% +$799K 0.98% 36
2020
Q2 		$10.6M Buy
55,863
+15,297
+38% +$2.74M 0.84% 36
2020
Q1 		$6.7M Buy
40,566
+13,293
+49% +$2.43M 0.81% 23
2019
Q4 		$5.37M Buy
27,273
+5,463
+25% +$1.02M 0.64% 20
2019
Q3 		$3.92M Sell
21,810
-798
-4% -$138K 0.47% 22
2019
Q2 		$3.95M Buy
22,608
+3,090
+16% +$529K 0.58% 20
2019
Q1 		$3.71M Sell
19,518
-6,903
-26% -$1.23M 0.62% 21
2018
Q4 		$4.22M Buy
26,421
+20,895
+378% +$3.54M 0.82% 20
2018
Q3 		$1.06M Hold
5,526
– – 0.19% 20
2018
Q2 		$881K Buy
+5,526
New +$843K 0.22% 20

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

La Financiere de L'Echiquier's ISRG Position: Q2 2024 in Review

La Financiere de L'Echiquier increased its Intuitive Surgical (ISRG) stake by 4.3% in Q2 2024, buying an estimated $41.4K and bringing the position to 2,548 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #81.

La Financiere de L'Echiquier first reported a position in ISRG in Q2 2018 and has held it in 25 quarters since. The position peaked at $20.8M in Q4 2020. 1,823 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

  • La Financiere de L'Echiquier held 2,548 shares of Intuitive Surgical worth $1.13M as of Q2 2024.
  • La Financiere de L'Echiquier bought 104 Intuitive Surgical shares in Q2 2024, an estimated $41.4K.
  • Intuitive Surgical made up 0.05% of La Financiere de L'Echiquier's portfolio in Q2 2024, its #81 holding.
  • La Financiere de L'Echiquier first reported a position in Intuitive Surgical in Q2 2018 and has held it in 25 quarters since.
  • La Financiere de L'Echiquier's Intuitive Surgical position peaked at $20.8M in Q4 2020.
  • 1,823 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2024, filed 18 Jul 2024.