Mountain Capital Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Mountain Capital Investment 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
2022 Q4	–	Sell	-3,385	Closed	-$715K	–	84
2022 Q3	$715K	Buy	+3,385	New	+$727K	0.37%	69
2022 Q2	–	Sell	-3,596	Closed	-$1M	–	85
2022 Q1	$1M	Buy	3,596 +190	+6%	+$55.5K	0.47%	65
2021 Q4	$1.12M	Sell	3,406 -4,919	-59%	-$1.69M	0.51%	72
2021 Q3	$912K	Buy	8,325 +5,514	+196%	+$1.85M	0.48%	76
2021 Q2	$892K	Sell	2,811 -105	-4%	-$29.5K	0.41%	75
2021 Q1	$772K	Buy	2,916 +48	+2%	+$12.1K	0.39%	96
2020 Q4	$778K	Sell	2,868 -213	-7%	-$52.9K	0.47%	77
2020 Q3	$776K	Buy	+3,081	New	+$692K	0.5%	68

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Mountain Capital Investment Advisors's ISRG Position: Q4 2022 in Review

Mountain Capital Investment Advisors sold out of Intuitive Surgical (ISRG) in Q4 2022, closing a stake of 3,385 shares — an estimated $715K sold.

Mountain Capital Investment Advisors first reported a position in ISRG in Q3 2020 and held it in 8 quarters. The position peaked at $1.12M in Q4 2021. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

Mountain Capital Investment Advisors reported no remaining Intuitive Surgical position as of Q4 2022 after selling out during the quarter.
Mountain Capital Investment Advisors sold 3,385 Intuitive Surgical shares in Q4 2022, an estimated $715K.
Mountain Capital Investment Advisors first reported a position in Intuitive Surgical in Q3 2020 and held it in 8 quarters.
Mountain Capital Investment Advisors's Intuitive Surgical position peaked at $1.12M in Q4 2021.
1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.