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Signet Financial Management’s Intuitive Surgical ISRG Stock Holding History

Signet Financial 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
2022
Q1 		– Sell
-138
Closed -$50K – 760
2021
Q4 		$50K Buy
+138
New +$47.5K 0.01% 475
2018
Q4 		– Sell
-720
Closed -$138K – 525
2018
Q3 		$138K Hold
720
– – 0.02% 269
2018
Q2 		$115K Buy
+720
New +$110K 0.02% 295

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Signet Financial Management's ISRG Position: Q1 2022 in Review

Signet Financial Management sold out of Intuitive Surgical (ISRG) in Q1 2022, closing a stake of 138 shares — an estimated $50K sold.

Signet Financial Management first reported a position in ISRG in Q2 2018 and held it in 3 quarters. The position peaked at $138K in Q3 2018. 1,468 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

  • Signet Financial Management reported no remaining Intuitive Surgical position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 138 Intuitive Surgical shares in Q1 2022, an estimated $50K.
  • Signet Financial Management first reported a position in Intuitive Surgical in Q2 2018 and held it in 3 quarters.
  • Signet Financial Management's Intuitive Surgical position peaked at $138K in Q3 2018.
  • 1,468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.