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Private Capital Group’s Intuitive Surgical ISRG Stock Holding History

Private Capital 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
2022
Q2 		$34K Sell
170
-44
-21% -$10.3K 0.03% 610
2022
Q1 		$65K Buy
214
+25
+13% +$7.3K 0.01% 547
2021
Q4 		$68K Buy
189
+21
+13% +$7.22K 0.01% 559
2021
Q3 		$56K Hold
168
– – 0.01% 625
2021
Q2 		$52K Buy
168
+45
+37% +$12.6K 0.01% 655
2021
Q1 		$30K Sell
123
-168
-58% -$42.3K 0.01% 851
2020
Q4 		$79K Hold
291
– – 0.01% 593
2020
Q3 		$69K Hold
291
– – 0.01% 581
2020
Q2 		$55K Hold
291
– – 0.01% 665
2020
Q1 		$48K Sell
291
-3
-1% -$549 0.01% 655
2019
Q4 		$57K Sell
294
-24
-8% -$4.49K 0.01% 671
2019
Q3 		$57K Sell
318
-57
-15% -$9.86K 0.01% 715
2019
Q2 		$60K Buy
375
+57
+18% +$9.77K 0.01% 583
2019
Q1 		$60K Sell
318
-57
-15% -$10.1K 0.01% 677
2018
Q4 		$60K Sell
375
-18
-5% -$3.05K 0.01% 572
2018
Q3 		$75K Buy
393
+18
+5% +$3.2K 0.02% 541
2018
Q2 		$59K Sell
375
-6
-2% -$915 0.01% 625
2018
Q1 		$52K Sell
381
-1,098
-74% -$153K 0.01% 659
2017
Q4 		$319K Buy
+1,479
New +$185K 0.08% 172

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Capital Group's ISRG Position: Q2 2022 in Review

Private Capital Group reduced its Intuitive Surgical (ISRG) stake by 21% in Q2 2022, selling an estimated $10.3K and leaving 170 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #610.

Private Capital Group first reported a position in ISRG in Q4 2017 and has held it in 19 quarters since. The position peaked at $319K in Q4 2017. 1,325 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

  • Private Capital Group held 170 shares of Intuitive Surgical worth $34K as of Q2 2022.
  • Private Capital Group sold 44 Intuitive Surgical shares in Q2 2022, an estimated $10.3K.
  • Intuitive Surgical made up 0.03% of Private Capital Group's portfolio in Q2 2022, its #610 holding.
  • Private Capital Group first reported a position in Intuitive Surgical in Q4 2017 and has held it in 19 quarters since.
  • Private Capital Group's Intuitive Surgical position peaked at $319K in Q4 2017.
  • 1,325 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.