LM Advisors’s Intuitive Surgical ISRG Stock Holding History

LM Advisors’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	-300	Closed	-$101K	–	465
2023 Q4	$101K	Buy	+300	New	+$89.4K	0.02%	252

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

LM Advisors's ISRG Position: Q1 2024 in Review

LM Advisors sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 300 shares — an estimated $101K sold.

LM Advisors first reported a position in ISRG in Q4 2023 and held it in 1 quarter. The position peaked at $101K in Q4 2023. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

LM Advisors reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 300 Intuitive Surgical shares in Q1 2024, an estimated $101K.
LM Advisors first reported a position in Intuitive Surgical in Q4 2023 and held it in 1 quarter.
LM Advisors's Intuitive Surgical position peaked at $101K in Q4 2023.
1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.