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MidWestOne Financial Group’s Intuitive Surgical ISRG Stock Holding History

MidWestOne Financial Group’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
Q3 		– Sell
-777
Closed -$346K – 295
2024
Q2 		$346K Buy
777
+40
+5% +$15.9K 0.06% 231
2024
Q1 		$294K Buy
737
+93
+14% +$35.1K 0.05% 249
2023
Q4 		$217K Buy
+644
New +$192K 0.04% 268

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MidWestOne Financial Group's ISRG Position: Q3 2024 in Review

MidWestOne Financial Group sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 777 shares — an estimated $346K sold.

MidWestOne Financial Group first reported a position in ISRG in Q4 2023 and held it in 3 quarters. The position peaked at $346K in Q2 2024. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • MidWestOne Financial Group reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • MidWestOne Financial Group sold 777 Intuitive Surgical shares in Q3 2024, an estimated $346K.
  • MidWestOne Financial Group first reported a position in Intuitive Surgical in Q4 2023 and held it in 3 quarters.
  • MidWestOne Financial Group's Intuitive Surgical position peaked at $346K in Q2 2024.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on MidWestOne Financial Group's 13F filing for Q3 2024, filed 15 Nov 2024.