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Samalin Investment Counsel’s Intuitive Surgical ISRG Stock Holding History

Samalin Investment Counsel’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 		– Sell
-1,378
Closed -$416K – 239
2022
Q1 		$416K Sell
1,378
-119
-8% -$34.8K 0.25% 123
2021
Q4 		$538K Buy
1,497
+93
+7% +$32K 0.32% 91
2021
Q3 		$465K Buy
1,404
+27
+2% +$9.07K 0.3% 104
2021
Q2 		$422K Buy
1,377
+33
+2% +$9.26K 0.27% 118
2021
Q1 		$331K Buy
+1,344
New +$338K 0.22% 154
2020
Q1 		– Sell
-105
Closed -$20K – 316
2019
Q4 		$20K Buy
+105
New +$19.7K 0.02% 376

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Samalin Investment Counsel's ISRG Position: Q2 2022 in Review

Samalin Investment Counsel sold out of Intuitive Surgical (ISRG) in Q2 2022, closing a stake of 1,378 shares — an estimated $416K sold.

Samalin Investment Counsel first reported a position in ISRG in Q4 2019 and held it in 6 quarters. The position peaked at $538K in Q4 2021. 1,325 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

  • Samalin Investment Counsel reported no remaining Intuitive Surgical position as of Q2 2022 after selling out during the quarter.
  • Samalin Investment Counsel sold 1,378 Intuitive Surgical shares in Q2 2022, an estimated $416K.
  • Samalin Investment Counsel first reported a position in Intuitive Surgical in Q4 2019 and held it in 6 quarters.
  • Samalin Investment Counsel's Intuitive Surgical position peaked at $538K in Q4 2021.
  • 1,325 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Samalin Investment Counsel's 13F filing for Q2 2022, filed 15 Aug 2022.