Sanford Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Sanford Advisory Services’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 Q4	$252K	Buy	+950	New	+$232K	0.06%	113
2022 Q2	–	Sell	-950	Closed	-$287K	–	121
2022 Q1	$287K	Buy	950 +50	+6%	+$14.6K	0.08%	88
2021 Q4	$323K	Hold	900	–	–	0.07%	87
2021 Q3	$298K	Buy	+900	New	+$302K	0.07%	88
2021 Q2	–	Sell	-900	Closed	-$222K	–	109
2021 Q1	$222K	Buy	+900	New	+$226K	0.06%	99

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Sanford Advisory Services's ISRG Position: Q4 2022 in Review

Sanford Advisory Services opened a new position in Intuitive Surgical (ISRG) in Q4 2022: 950 shares worth $252K. The stake represents 0.06% of the portfolio and ranks #113 among its holdings. This is a return to the name: Sanford Advisory Services previously reported a position in ISRG as recently as Q1 2022.

Sanford Advisory Services first reported a position in ISRG in Q1 2021 and has held it in 5 quarters since. The position peaked at $323K in Q4 2021. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

Sanford Advisory Services held 950 shares of Intuitive Surgical worth $252K as of Q4 2022.
Intuitive Surgical was a new Sanford Advisory Services position in Q4 2022.
Intuitive Surgical made up 0.06% of Sanford Advisory Services's portfolio in Q4 2022, its #113 holding.
Sanford Advisory Services first reported a position in Intuitive Surgical in Q1 2021 and has held it in 5 quarters since.
Sanford Advisory Services's Intuitive Surgical position peaked at $323K in Q4 2021.
1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.