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Redwood Investment Management’s Intuitive Surgical ISRG Stock Holding History

Redwood 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
Q3 		– Sell
-473
Closed -$212K – 329
2024
Q2 		$212K Buy
+473
New +$188K 0.02% 325
2023
Q4 		– Sell
-708
Closed -$207K – 364
2023
Q3 		$207K Buy
+708
New +$221K 0.02% 323
2022
Q4 		– Sell
-1,119
Closed -$210K – 271
2022
Q3 		$210K Buy
+1,119
New +$240K 0.04% 196

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Redwood Investment Management's ISRG Position: Q3 2024 in Review

Redwood Investment Management sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 473 shares — an estimated $212K sold.

Redwood Investment Management first reported a position in ISRG in Q3 2022 and held it in 3 quarters. The position peaked at $212K in Q2 2024. 1,951 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Redwood Investment Management reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • Redwood Investment Management sold 473 Intuitive Surgical shares in Q3 2024, an estimated $212K.
  • Redwood Investment Management first reported a position in Intuitive Surgical in Q3 2022 and held it in 3 quarters.
  • Redwood Investment Management's Intuitive Surgical position peaked at $212K in Q2 2024.
  • 1,951 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Redwood Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.