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Sturgeon Ventures’s Intuitive Surgical ISRG Stock Holding History

Sturgeon Ventures’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
Q1 		– Sell
-15,390
Closed -$4.08M – 54
2022
Q4 		$4.08M Buy
15,390
+5,481
+55% +$1.34M 3.29% 12
2022
Q3 		$1.86M Sell
9,909
-1,959
-17% -$421K 1.42% 27
2022
Q2 		$2.38M Sell
11,868
-2,434
-17% -$571K 1.6% 23
2022
Q1 		$4.43M Sell
14,302
-3,107
-18% -$908K 2.39% 16
2021
Q4 		$6.25M Buy
17,409
+1,731
+11% +$596K 2.85% 10
2021
Q3 		$5.2M Sell
15,678
-1,323
-8% -$444K 2.51% 17
2021
Q2 		$5.21M Sell
17,001
-402
-2% -$113K 2.59% 14
2021
Q1 		$4.29M Buy
17,403
+2,724
+19% +$685K 2.48% 19
2020
Q4 		$4M Buy
14,679
+1,881
+15% +$467K 2.49% 18
2020
Q3 		$3.03M Sell
12,798
-5,892
-32% -$1.32M 2.29% 18
2020
Q2 		$3.55M Sell
18,690
-1,992
-10% -$357K 2.89% 12
2020
Q1 		$3.41M Sell
20,682
-3,432
-14% -$629K 4.3% 3
2019
Q4 		$4.75M Sell
24,114
-7,881
-25% -$1.48M 4.79% 5
2019
Q3 		$5.76M Sell
31,995
-9,237
-22% -$1.6M 6.03% 3
2019
Q2 		$7.21M Buy
41,232
+1,290
+3% +$221K 7.24% 2
2019
Q1 		$7.6M Sell
39,942
-6,999
-15% -$1.24M 8.02% 2
2018
Q4 		$7.49M Sell
46,941
-1,068
-2% -$181K 15.07% 1
2018
Q3 		$9.19M Sell
48,009
-8,565
-15% -$1.52M 7.52% 3
2018
Q2 		$9.04M Buy
56,574
+5,595
+11% +$853K 9.17% 2
2018
Q1 		$6.9M Buy
50,979
+8,409
+20% +$1.17M 3.13% 11
2017
Q4 		$6.22M Buy
+42,570
New +$5.33M 2.53% 13

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sturgeon Ventures's ISRG Position: Q1 2023 in Review

Sturgeon Ventures sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 15,390 shares — an estimated $4.08M sold.

Sturgeon Ventures first reported a position in ISRG in Q4 2017 and held it in 21 quarters. The position peaked at $9.19M in Q3 2018. 1,412 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

  • Sturgeon Ventures reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
  • Sturgeon Ventures sold 15,390 Intuitive Surgical shares in Q1 2023, an estimated $4.08M.
  • Sturgeon Ventures first reported a position in Intuitive Surgical in Q4 2017 and held it in 21 quarters.
  • Sturgeon Ventures's Intuitive Surgical position peaked at $9.19M in Q3 2018.
  • 1,412 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Sturgeon Ventures's 13F filing for Q1 2023, filed 28 Apr 2023.