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M&R Capital Management’s Intuitive Surgical ISRG Stock Holding History

M&R Capital Management’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
Q4 		– Sell
-30
Closed -$8.77K – 640
2023
Q3 		$8.77K Hold
30
– – ﹤0.01% 393
2023
Q2 		$10.3K Buy
+30
New +$9.08K ﹤0.01% 385

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

M&R Capital Management's ISRG Position: Q4 2023 in Review

M&R Capital Management sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 30 shares — an estimated $8.77K sold.

M&R Capital Management first reported a position in ISRG in Q2 2023 and held it in 2 quarters. The position peaked at $10.3K in Q2 2023. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • M&R Capital Management reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
  • M&R Capital Management sold 30 Intuitive Surgical shares in Q4 2023, an estimated $8.77K.
  • M&R Capital Management first reported a position in Intuitive Surgical in Q2 2023 and held it in 2 quarters.
  • M&R Capital Management's Intuitive Surgical position peaked at $10.3K in Q2 2023.
  • 1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on M&R Capital Management's 13F filing for Q4 2023, filed 2 Jan 2024.