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O'Dell Group’s Intuitive Surgical ISRG Stock Holding History

O'Dell 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
Q1 		– Sell
-90
Closed -$30.4K – 277
2023
Q4 		$30.4K Buy
+90
New +$26.8K 0.01% 255
2023
Q3 		– Sell
-90
Closed -$30.8K – 267
2023
Q2 		$30.8K Buy
+90
New +$27.2K 0.01% 240
2022
Q4 		– Sell
-90
Closed -$17K – 233
2022
Q3 		$17K Hold
90
– – 0.01% 244
2022
Q2 		$18K Hold
90
– – 0.01% 236
2022
Q1 		$27K Hold
90
– – 0.01% 231
2021
Q4 		$32K Hold
90
– – 0.01% 201
2021
Q3 		$30K Buy
+90
New +$30.2K 0.01% 204

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

O'Dell Group's ISRG Position: Q1 2024 in Review

O'Dell Group sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 90 shares — an estimated $30.4K sold.

O'Dell Group first reported a position in ISRG in Q3 2021 and held it in 7 quarters. The position peaked at $32K in Q4 2021. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • O'Dell Group reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 90 Intuitive Surgical shares in Q1 2024, an estimated $30.4K.
  • O'Dell Group first reported a position in Intuitive Surgical in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's Intuitive Surgical position peaked at $32K in Q4 2021.
  • 1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.