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Partners Capital Investment Group’s Intuitive Surgical ISRG Stock Holding History

Partners Capital Investment 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
-1,422
Closed -$480K – 195
2023
Q4 		$480K Buy
1,422
+570
+67% +$170K 0.01% 178
2023
Q3 		$249K Sell
852
-171
-17% -$53.4K 0.01% 214
2023
Q2 		$350K Buy
+1,023
New +$310K 0.01% 184
2021
Q3 		– Sell
-2,367
Closed -$726K – 146
2021
Q2 		$726K Sell
2,367
-5,961
-72% -$1.67M 0.03% 124
2021
Q1 		$2.05M Buy
+8,328
New +$2.1M 0.09% 114

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

Partners Capital Investment Group's ISRG Position: Q1 2024 in Review

Partners Capital Investment Group sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 1,422 shares — an estimated $480K sold.

Partners Capital Investment Group first reported a position in ISRG in Q1 2021 and held it in 5 quarters. The position peaked at $2.05M in Q1 2021. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Partners Capital Investment Group reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
  • Partners Capital Investment Group sold 1,422 Intuitive Surgical shares in Q1 2024, an estimated $480K.
  • Partners Capital Investment Group first reported a position in Intuitive Surgical in Q1 2021 and held it in 5 quarters.
  • Partners Capital Investment Group's Intuitive Surgical position peaked at $2.05M in Q1 2021.
  • 1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.