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Tilia Fiduciary Partners’s Intuitive Surgical ISRG Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-65
Closed -$22.2K – 269
2023
Q2 		$22.2K Hold
65
– – 0.02% 287
2023
Q1 		$16.6K Hold
65
– – 0.02% 323
2022
Q4 		$17.2K Buy
65
+10
+18% +$2.44K 0.02% 308
2022
Q3 		$10K Buy
55
+10
+22% +$2.15K 0.01% 373
2022
Q2 		$9K Hold
45
– – 0.01% 390
2022
Q1 		$14K Hold
45
– – 0.01% 370
2021
Q4 		$16K Buy
+45
New +$15.5K 0.01% 367

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

Tilia Fiduciary Partners's ISRG Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Intuitive Surgical (ISRG) in Q3 2023, closing a stake of 65 shares — an estimated $22.2K sold.

Tilia Fiduciary Partners first reported a position in ISRG in Q4 2021 and held it in 7 quarters. The position peaked at $22.2K in Q2 2023. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Intuitive Surgical position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 65 Intuitive Surgical shares in Q3 2023, an estimated $22.2K.
  • Tilia Fiduciary Partners first reported a position in Intuitive Surgical in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Intuitive Surgical position peaked at $22.2K in Q2 2023.
  • 1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.