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Sonora Investment Management’s Intuitive Surgical ISRG Stock Holding History

Sonora 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
2021
Q3 		$47K Hold
141
– – 0.01% 428
2021
Q2 		$43K Hold
141
– – 0.01% 426
2021
Q1 		$35K Sell
141
-1,392
-91% -$350K ﹤0.01% 717
2020
Q4 		$418K Buy
1,533
+1,425
+1,319% +$354K 0.03% 224
2020
Q3 		$26K Buy
108
+39
+57% +$8.76K ﹤0.01% 778
2020
Q2 		$13K Sell
69
-1,494
-96% -$268K ﹤0.01% 942
2020
Q1 		$258K Buy
1,563
+1,500
+2,381% +$275K 0.03% 215
2019
Q4 		$12K Hold
63
– – ﹤0.01% 1070
2019
Q3 		$11K Hold
63
– – ﹤0.01% 1133
2019
Q2 		$11K Buy
+63
New +$10.8K ﹤0.01% 1107

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sonora Investment Management's ISRG Position: Q3 2021 in Review

Sonora Investment Management held its Intuitive Surgical (ISRG) position steady in Q3 2021 at 141 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #428.

Sonora Investment Management first reported a position in ISRG in Q2 2019 and has held it in 10 quarters since. The position peaked at $418K in Q4 2020. 1,372 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • Sonora Investment Management held 141 shares of Intuitive Surgical worth $47K as of Q3 2021.
  • Sonora Investment Management left its Intuitive Surgical share count unchanged in Q3 2021.
  • Intuitive Surgical made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #428 holding.
  • Sonora Investment Management first reported a position in Intuitive Surgical in Q2 2019 and has held it in 10 quarters since.
  • Sonora Investment Management's Intuitive Surgical position peaked at $418K in Q4 2020.
  • 1,372 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.