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NuWave Investment Management’s Intuitive Surgical ISRG Stock Holding History

NuWave Investment 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
2022
Q3 		$136K Sell
726
-1,060
-59% -$228K 0.16% 186
2022
Q2 		$358K Buy
+1,786
New +$419K 0.48% 72
2021
Q4 		– Sell
-1,368
Closed -$453K – 358
2021
Q3 		$453K Buy
+1,368
New +$459K 0.52% 66
2021
Q2 		– Sell
-564
Closed -$139K – 373
2021
Q1 		$139K Buy
+564
New +$142K 0.18% 168
2020
Q4 		– Sell
-24
Closed -$6K – 429
2020
Q3 		$6K Sell
24
-72
-75% -$16.2K 0.01% 352
2020
Q2 		$18K Buy
+96
New +$17.2K 0.02% 280
2020
Q1 		– Sell
-546
Closed -$108K – 308
2019
Q4 		$108K Buy
546
+525
+2,500% +$98.3K 0.11% 215
2019
Q3 		$4K Sell
21
-72
-77% -$12.5K ﹤0.01% 398
2019
Q2 		$16K Sell
93
-1,284
-93% -$220K 0.02% 320
2019
Q1 		$262K Buy
1,377
+1,335
+3,179% +$237K 0.31% 117
2018
Q4 		$7K Sell
42
-1,188
-97% -$201K 0.01% 283
2018
Q3 		$236K Sell
1,230
-4,848
-80% -$861K 0.36% 116
2018
Q2 		$969K Buy
+6,078
New +$927K 1.26% 3
2018
Q1 		– Sell
-1,452
Closed -$177K – 292
2017
Q4 		$177K Buy
+1,452
New +$182K 0.21% 140
2014
Q3 		$45K Buy
873
+774
+782% +$38.4K 0.13% 153
2014
Q2 		$5K Sell
99
-126
-56% -$5.56K 0.01% 279
2014
Q1 		$11K Sell
225
-7,623
-97% -$359K 0.03% 224
2013
Q4 		$335K Sell
7,848
-5,481
-41% -$231K 0.3% 120
2013
Q3 		$557K Buy
13,329
+6,642
+99% +$293K 0.51% 68
2013
Q2 		$376K Buy
+6,687
New +$368K 0.41% 89

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NuWave Investment Management's ISRG Position: Q3 2022 in Review

NuWave Investment Management reduced its Intuitive Surgical (ISRG) stake by 59% in Q3 2022, selling an estimated $228K and leaving 726 shares worth $136K. The position accounts for 0.16% of the portfolio, ranked #186.

NuWave Investment Management first reported a position in ISRG in Q2 2013 and has held it in 20 quarters since. The position peaked at $969K in Q2 2018. 1,309 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

  • NuWave Investment Management held 726 shares of Intuitive Surgical worth $136K as of Q3 2022.
  • NuWave Investment Management sold 1,060 Intuitive Surgical shares in Q3 2022, an estimated $228K.
  • Intuitive Surgical made up 0.16% of NuWave Investment Management's portfolio in Q3 2022, its #186 holding.
  • NuWave Investment Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 20 quarters since.
  • NuWave Investment Management's Intuitive Surgical position peaked at $969K in Q2 2018.
  • 1,309 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.