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Simplicity Solutions’s Intuitive Surgical ISRG Stock Holding History

Simplicity Solutions’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
2023
Q4 		$5.77M Buy
17,095
+5,379
+46% +$1.6M 0.16% 116
2023
Q3 		$3.42M Sell
11,716
-4,298
-27% -$1.34M 0.11% 174
2023
Q2 		$5.48M Buy
16,014
+9,933
+163% +$3.01M 0.15% 132
2023
Q1 		$1.55M Buy
6,081
+2,557
+73% +$630K 0.04% 370
2022
Q4 		$935K Buy
3,524
+1,094
+45% +$267K 0.13% 205
2022
Q3 		$455K Buy
2,430
+247
+11% +$53K 0.07% 339
2022
Q2 		$438K Buy
2,183
+55
+3% +$12.9K 0.06% 333
2022
Q1 		$642K Sell
2,128
-1,808
-46% -$528K 0.08% 264
2021
Q4 		$1.41M Buy
3,936
+2,046
+108% +$704K 0.16% 172
2021
Q3 		$626K Buy
1,890
+375
+25% +$126K 0.1% 235
2021
Q2 		$464K Buy
1,515
+297
+24% +$83.3K 0.09% 244
2021
Q1 		$300K Sell
1,218
-198
-14% -$49.8K 0.07% 333
2020
Q4 		$386K Buy
1,416
+543
+62% +$135K 0.01% 740
2020
Q3 		$206K Sell
873
-507
-37% -$114K ﹤0.01% 822
2020
Q2 		$262K Buy
+1,380
New +$247K 0.01% 765
2020
Q1 		– Sell
-1,779
Closed -$351K – 815
2019
Q4 		$351K Buy
+1,779
New +$333K 0.01% 627
2019
Q2 		– Sell
-4,230
Closed -$805K – 764
2019
Q1 		$805K Sell
4,230
-1,986
-32% -$353K 0.05% 287
2018
Q4 		$991K Buy
+6,216
New +$1.05M 0.13% 184

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplicity Solutions's ISRG Position: Q4 2023 in Review

Simplicity Solutions increased its Intuitive Surgical (ISRG) stake by 46% in Q4 2023, buying an estimated $1.6M and bringing the position to 17,095 shares worth $5.77M. The position accounts for 0.16% of the portfolio, ranked #116.

Simplicity Solutions first reported a position in ISRG in Q4 2018 and has held it in 18 quarters since. 1,674 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • Simplicity Solutions held 17,095 shares of Intuitive Surgical worth $5.77M as of Q4 2023.
  • Simplicity Solutions bought 5,379 Intuitive Surgical shares in Q4 2023, an estimated $1.6M.
  • Intuitive Surgical made up 0.16% of Simplicity Solutions's portfolio in Q4 2023, its #116 holding.
  • Simplicity Solutions first reported a position in Intuitive Surgical in Q4 2018 and has held it in 18 quarters since.
  • 1,674 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.