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Sustainable Growth Advisers’s Intuitive Surgical ISRG Stock Holding History

Sustainable Growth Advisers’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
Q3 		– Sell
-1,276,950
Closed -$437M – 56
2023
Q2 		$437M Sell
1,276,950
-801,408
-39% -$242M 2.07% 19
2023
Q1 		$531M Buy
2,078,358
+257,655
+14% +$63.5M 3.08% 14
2022
Q4 		$483M Sell
1,820,703
-221,694
-11% -$54.1M 3.15% 14
2022
Q3 		$383M Buy
2,042,397
+345,087
+20% +$74.1M 2.86% 15
2022
Q2 		$341M Buy
1,697,310
+195,365
+13% +$45.8M 2.44% 18
2022
Q1 		$453M Buy
1,501,945
+262,806
+21% +$76.8M 2.51% 16
2021
Q4 		$445M Sell
1,239,139
-113,927
-8% -$39.2M 2.27% 19
2021
Q3 		$448M Buy
1,353,066
+51,249
+4% +$17.2M 2.27% 20
2021
Q2 		$399M Buy
1,301,817
+30,291
+2% +$8.5M 2.1% 20
2021
Q1 		$313M Sell
1,271,526
-69,930
-5% -$17.6M 1.8% 24
2020
Q4 		$366M Sell
1,341,456
-141,027
-10% -$35M 2.38% 19
2020
Q3 		$351M Sell
1,482,483
-333,198
-18% -$74.8M 2.44% 19
2020
Q2 		$345M Buy
1,815,681
+380,388
+27% +$68.2M 2.53% 18
2020
Q1 		$237M Buy
+1,435,293
New +$263M 2.56% 16
2013
Q3 		– Sell
-2,433,105
Closed -$137M – 37
2013
Q2 		$137M Buy
+2,433,105
New +$134M 3.4% 14

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Sustainable Growth Advisers's ISRG Position: Q3 2023 in Review

Sustainable Growth Advisers sold out of Intuitive Surgical (ISRG) in Q3 2023, closing a stake of 1,276,950 shares — an estimated $437M sold.

Sustainable Growth Advisers first reported a position in ISRG in Q2 2013 and held it in 15 quarters. The position peaked at $531M in Q1 2023. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

  • Sustainable Growth Advisers reported no remaining Intuitive Surgical position as of Q3 2023 after selling out during the quarter.
  • Sustainable Growth Advisers sold 1,276,950 Intuitive Surgical shares in Q3 2023, an estimated $437M.
  • Sustainable Growth Advisers first reported a position in Intuitive Surgical in Q2 2013 and held it in 15 quarters.
  • Sustainable Growth Advisers's Intuitive Surgical position peaked at $531M in Q1 2023.
  • 1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Sustainable Growth Advisers's 13F filing for Q3 2023, filed 9 Nov 2023.