Old Mission Capital’s Intuitive Surgical ISRG Stock Holding History

Old Mission Capital’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	-687	Closed	-$232K	–	1478
2023 Q4	$232K	Sell	687 -835	-55%	-$249K	﹤0.01%	1027
2023 Q3	$445K	Sell	1,522 -1,764	-54%	-$551K	0.01%	741
2023 Q2	$1.12M	Buy	3,286 +879	+37%	+$266K	0.02%	414
2023 Q1	$615K	Buy	+2,407	New	+$593K	0.01%	685
2018 Q1	–	Sell	-5,847	Closed	-$711K	–	456
2017 Q4	$711K	Buy	+5,847	New	+$732K	0.05%	186

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Old Mission Capital's ISRG Position: Q1 2024 in Review

Old Mission Capital sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 687 shares — an estimated $232K sold.

Old Mission Capital first reported a position in ISRG in Q4 2017 and held it in 5 quarters. The position peaked at $1.12M in Q2 2023. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

Old Mission Capital reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
Old Mission Capital sold 687 Intuitive Surgical shares in Q1 2024, an estimated $232K.
Old Mission Capital first reported a position in Intuitive Surgical in Q4 2017 and held it in 5 quarters.
Old Mission Capital's Intuitive Surgical position peaked at $1.12M in Q2 2023.
1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Old Mission Capital's 13F filing for Q1 2024, filed 14 May 2024.