Surevest’s Intuitive Surgical ISRG Stock Holding History

Surevest’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 Q3	–	Sell	-9	Closed	-$2K	–	550
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	421
2022 Q1	$3K	Hold	9	–	–	﹤0.01%	364
2021 Q4	$3K	Buy	+9	New	+$3.1K	﹤0.01%	368

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's ISRG Position: Q3 2022 in Review

Surevest sold out of Intuitive Surgical (ISRG) in Q3 2022, closing a stake of 9 shares — an estimated $2K sold.

Surevest first reported a position in ISRG in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 1,308 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

Surevest reported no remaining Intuitive Surgical position as of Q3 2022 after selling out during the quarter.
Surevest sold 9 Intuitive Surgical shares in Q3 2022, an estimated $2K.
Surevest first reported a position in Intuitive Surgical in Q4 2021 and held it in 3 quarters.
Surevest's Intuitive Surgical position peaked at $3K in Q1 2022.
1,308 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.