Lombard Odier Asset Management (Europe)’s Intuitive Surgical ISRG Stock Holding History

Lombard Odier Asset Management (Europe)’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
2023 Q2	–	Sell	-3,375	Closed	-$862K	–	273
2023 Q1	$862K	Buy	3,375 +175	+5%	+$43.1K	0.04%	233
2022 Q4	$849K	Hold	3,200	–	–	0.03%	243
2022 Q3	$600K	Hold	3,200	–	–	0.03%	242
2022 Q2	$642K	Buy	+3,200	New	+$751K	0.03%	236
2020 Q4	–	Sell	-3,357	Closed	-$794K	–	299
2020 Q3	$794K	Buy	+3,357	New	+$754K	0.05%	136
2020 Q2	–	Sell	-3,357	Closed	-$554K	–	224
2020 Q1	$554K	Hold	3,357	–	–	0.04%	150
2019 Q4	$661K	Hold	3,357	–	–	0.05%	160
2019 Q3	$604K	Hold	3,357	–	–	0.05%	163
2019 Q2	$587K	Hold	3,357	–	–	0.05%	169
2019 Q1	$638K	Hold	3,357	–	–	0.06%	144
2018 Q4	$536K	Hold	3,357	–	–	0.05%	161
2018 Q3	$642K	Hold	3,357	–	–	0.04%	170
2018 Q2	$535K	Hold	3,357	–	–	0.04%	180
2018 Q1	$462K	Sell	3,357 -603	-15%	-$84.2K	0.03%	199
2017 Q4	$482K	Sell	3,960 -288	-7%	-$36K	0.03%	211
2017 Q3	$494K	Hold	4,248	–	–	0.03%	229
2017 Q2	$441K	Hold	4,248	–	–	0.03%	238
2017 Q1	$362K	Sell	4,248 -252	-6%	-$19.9K	0.02%	242
2016 Q4	$317K	Hold	4,500	–	–	0.11%	240
2016 Q3	$362K	Hold	4,500	–	–	0.12%	214
2016 Q2	$331K	Buy	+4,500	New	+$317K	0.02%	262

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s ISRG Position: Q2 2023 in Review

Lombard Odier Asset Management (Europe) sold out of Intuitive Surgical (ISRG) in Q2 2023, closing a stake of 3,375 shares — an estimated $862K sold.

Lombard Odier Asset Management (Europe) first reported a position in ISRG in Q2 2016 and held it in 21 quarters. The position peaked at $862K in Q1 2023. 1,557 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

Lombard Odier Asset Management (Europe) reported no remaining Intuitive Surgical position as of Q2 2023 after selling out during the quarter.
Lombard Odier Asset Management (Europe) sold 3,375 Intuitive Surgical shares in Q2 2023, an estimated $862K.
Lombard Odier Asset Management (Europe) first reported a position in Intuitive Surgical in Q2 2016 and held it in 21 quarters.
Lombard Odier Asset Management (Europe)'s Intuitive Surgical position peaked at $862K in Q1 2023.
1,557 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q2 2023, filed 14 Aug 2023.