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Punch & Associates Investment Management’s Intuitive Surgical ISRG Stock Holding History

Punch & Associates 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
2024
Q1 		– Sell
-600
Closed -$202K – 205
2023
Q4 		$202K Buy
+600
New +$179K 0.01% 209
2023
Q3 		– Sell
-600
Closed -$205K – 235
2023
Q2 		$205K Buy
+600
New +$182K 0.01% 204
2022
Q1 		– Sell
-600
Closed -$216K – 246
2021
Q4 		$216K Buy
+600
New +$206K 0.01% 215

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

Punch & Associates Investment Management's ISRG Position: Q1 2024 in Review

Punch & Associates Investment Management sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 600 shares — an estimated $202K sold.

Punch & Associates Investment Management first reported a position in ISRG in Q4 2021 and held it in 3 quarters. The position peaked at $216K in Q4 2021. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Punch & Associates Investment Management reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
  • Punch & Associates Investment Management sold 600 Intuitive Surgical shares in Q1 2024, an estimated $202K.
  • Punch & Associates Investment Management first reported a position in Intuitive Surgical in Q4 2021 and held it in 3 quarters.
  • Punch & Associates Investment Management's Intuitive Surgical position peaked at $216K in Q4 2021.
  • 1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Punch & Associates Investment Management's 13F filing for Q1 2024, filed 15 May 2024.