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Lee Ainslie’s Intuitive Surgical ISRG Stock Holding History

Lee Ainslie’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
Q1 		– Sell
-1,959
Closed -$661K – 476
2023
Q4 		$661K Buy
1,959
+700
+56% +$209K 0.01% 161
2023
Q3 		$368K Buy
1,259
+304
+32% +$94.9K 0.01% 202
2023
Q2 		$327K Buy
+955
New +$289K 0.01% 334
2022
Q4 		– Sell
-2,202
Closed -$413K – 415
2022
Q3 		$413K Buy
+2,202
New +$473K 0.01% 191
2021
Q4 		– Sell
-10,131
Closed -$3.36M – 478
2021
Q3 		$3.36M Buy
10,131
+8,391
+482% +$2.82M 0.03% 123
2021
Q2 		$533K Sell
1,740
-10,746
-86% -$3.01M 0.01% 382
2021
Q1 		$3.08M Buy
12,486
+12,123
+3,340% +$3.05M 0.03% 106
2020
Q4 		$99K Sell
363
-1,383
-79% -$343K ﹤0.01% 585
2020
Q3 		$413K Buy
+1,746
New +$392K 0.01% 435
2018
Q3 		– Sell
-66,030
Closed -$10.5M – 262
2018
Q2 		$10.5M Sell
66,030
-25,560
-28% -$3.9M 0.12% 74
2018
Q1 		$12.6M Buy
91,590
+10,530
+13% +$1.47M 0.16% 70
2017
Q4 		$9.86M Buy
81,060
+31,551
+64% +$3.95M 0.12% 54
2017
Q3 		$5.75M Buy
49,509
+11,349
+30% +$1.24M 0.07% 53
2017
Q2 		$3.97M Buy
+38,160
New +$3.67M 0.05% 67
2017
Q1 		– Sell
-15,750
Closed -$1.11M – 141
2016
Q4 		$1.11M Hold
15,750
– – 0.01% 104
2016
Q3 		$1.27M Buy
+15,750
New +$1.21M 0.02% 97
2014
Q1 		– Sell
-823,500
Closed -$35.1M – 65
2013
Q4 		$35.1M Buy
+823,500
New +$34.6M 0.45% 50

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 $999B AUM 46.22% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lee Ainslie's ISRG Position: Q1 2024 in Review

Lee Ainslie sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 1,959 shares — an estimated $661K sold.

Lee Ainslie first reported a position in ISRG in Q4 2013 and held it in 17 quarters. The position peaked at $35.1M in Q4 2013. 1,744 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Lee Ainslie reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
  • Lee Ainslie sold 1,959 Intuitive Surgical shares in Q1 2024, an estimated $661K.
  • Lee Ainslie first reported a position in Intuitive Surgical in Q4 2013 and held it in 17 quarters.
  • Lee Ainslie's Intuitive Surgical position peaked at $35.1M in Q4 2013.
  • 1,744 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Maverick Capital's 13F filing for Q1 2024, filed 15 May 2024.