Standard Family Office’s Intuitive Surgical ISRG Stock Holding History

Standard Family Office’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	–	Sell	-48	Closed	-$9K	–	222
2022 Q3	$9K	Hold	48	–	–	﹤0.01%	261
2022 Q2	$10K	Buy	+48	New	+$11.3K	0.1%	105
2022 Q1	–	Sell	-75	Closed	-$27K	–	159
2021 Q4	$27K	Buy	+75	New	+$25.8K	0.24%	79
2021 Q3	–	Sell	-1,119	Closed	-$343K	–	299
2021 Q2	$343K	Hold	1,119	–	–	0.07%	110
2021 Q1	$276K	Buy	1,119 +1,104	+7,360%	+$278K	0.07%	101
2020 Q4	$4K	Buy	+15	New	+$3.73K	﹤0.01%	336

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

Standard Family Office's ISRG Position: Q4 2022 in Review

Standard Family Office sold out of Intuitive Surgical (ISRG) in Q4 2022, closing a stake of 48 shares — an estimated $9K sold.

Standard Family Office first reported a position in ISRG in Q4 2020 and held it in 6 quarters. The position peaked at $343K in Q2 2021. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

Standard Family Office reported no remaining Intuitive Surgical position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 48 Intuitive Surgical shares in Q4 2022, an estimated $9K.
Standard Family Office first reported a position in Intuitive Surgical in Q4 2020 and held it in 6 quarters.
Standard Family Office's Intuitive Surgical position peaked at $343K in Q2 2021.
1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.