LF
ISRG icon

Lee Financial’s Intuitive Surgical ISRG Stock Holding History

Lee Financial’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
-38
Closed -$12.8K – 496
2023
Q4 		$12.8K Hold
38
– – ﹤0.01% 387
2023
Q3 		$11.1K Hold
38
– – ﹤0.01% 396
2023
Q2 		$13K Hold
38
– – ﹤0.01% 371
2023
Q1 		$9.71K Sell
38
-5
-12% -$1.23K ﹤0.01% 426
2022
Q4 		$11.4K Buy
43
+21
+95% +$5.12K ﹤0.01% 439
2022
Q3 		$4K Buy
22
+5
+29% +$1.07K ﹤0.01% 573
2022
Q2 		$3K Buy
17
+5
+42% +$1.17K ﹤0.01% 628
2022
Q1 		$4K Sell
12
-12
-50% -$3.51K ﹤0.01% 533
2021
Q4 		$9K Buy
24
+12
+100% +$4.13K ﹤0.01% 518
2021
Q3 		$4K Hold
12
– – ﹤0.01% 513
2021
Q2 		$4K Buy
+12
New +$3.37K ﹤0.01% 482

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lee Financial's ISRG Position: Q1 2024 in Review

Lee Financial sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 38 shares — an estimated $12.8K sold.

Lee Financial first reported a position in ISRG in Q2 2021 and held it in 11 quarters. The position peaked at $13K in Q2 2023. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Lee Financial reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 38 Intuitive Surgical shares in Q1 2024, an estimated $12.8K.
  • Lee Financial first reported a position in Intuitive Surgical in Q2 2021 and held it in 11 quarters.
  • Lee Financial's Intuitive Surgical position peaked at $13K in Q2 2023.
  • 1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.