SP
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Symmetry Partners’s Intuitive Surgical ISRG Stock Holding History

Symmetry Partners’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
2024
Q3 		– Sell
-709
Closed -$315K – 295
2024
Q2 		$315K Sell
709
-287
-29% -$114K 0.02% 397
2024
Q1 		$397K Hold
996
– – 0.03% 353
2023
Q4 		$337K Sell
996
-127
-11% -$37.9K 0.02% 368
2023
Q3 		$328K Sell
1,123
-209
-16% -$65.3K 0.02% 413
2023
Q2 		$455K Hold
1,332
– – 0.02% 364
2023
Q1 		$340K Hold
1,332
– – 0.02% 426
2022
Q4 		$353K Hold
1,332
– – 0.02% 426
2022
Q3 		$250K Sell
1,332
-342
-20% -$73.5K 0.02% 489
2022
Q2 		$336K Hold
1,674
– – 0.02% 430
2022
Q1 		$505K Hold
1,674
– – 0.03% 356
2021
Q4 		$601K Sell
1,674
-3,348
-67% -$1.15M 0.04% 335
2021
Q3 		$553K Buy
5,022
+3,348
+200% +$1.12M 0.04% 372
2021
Q2 		$513K Hold
1,674
– – 0.03% 418
2021
Q1 		$412K Sell
1,674
-264
-14% -$66.4K 0.03% 469
2020
Q4 		$528K Sell
1,938
-156
-7% -$38.7K 0.04% 355
2020
Q3 		$495K Buy
+2,094
New +$470K 0.04% 322
2019
Q4 		– Sell
-1,356
Closed -$244K – 350
2019
Q3 		$244K Sell
1,356
-180
-12% -$31.1K 0.05% 286
2019
Q2 		$269K Sell
1,536
-1,125
-42% -$193K 0.05% 266
2019
Q1 		$506K Sell
2,661
-939
-26% -$167K 0.09% 154
2018
Q4 		$575K Buy
+3,600
New +$610K 0.15% 92

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Symmetry Partners's ISRG Position: Q3 2024 in Review

Symmetry Partners sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 709 shares — an estimated $315K sold.

Symmetry Partners first reported a position in ISRG in Q4 2018 and held it in 20 quarters. The position peaked at $601K in Q4 2021. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Symmetry Partners reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • Symmetry Partners sold 709 Intuitive Surgical shares in Q3 2024, an estimated $315K.
  • Symmetry Partners first reported a position in Intuitive Surgical in Q4 2018 and held it in 20 quarters.
  • Symmetry Partners's Intuitive Surgical position peaked at $601K in Q4 2021.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.