TimeScale Financial’s Intuitive Surgical ISRG Stock Holding History

TimeScale Financial’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 Q2	$96.4K	Sell	282 -46	-14%	-$13.9K	0.02%	158
2023 Q1	$83.8K	Hold	328	–	–	0.02%	164
2022 Q4	$61.5K	Hold	328	–	–	0.02%	140
2022 Q3	$61K	Hold	328	–	–	0.02%	140
2022 Q2	$66K	Sell	328 -115	-26%	-$27K	0.02%	134
2022 Q1	$134K	Hold	443	–	–	0.03%	104
2021 Q4	$159K	Buy	443 +23	+5%	+$7.91K	0.04%	97
2021 Q3	$139K	Hold	420	–	–	0.03%	97
2021 Q2	$129K	Hold	420	–	–	0.03%	103
2021 Q1	$103K	Hold	420	–	–	0.03%	123
2020 Q4	$115K	Buy	420 +66	+19%	+$16.4K	0.03%	99
2020 Q3	$84K	Buy	354 +177	+100%	+$39.7K	0.02%	114
2020 Q2	$34K	Buy	+177	New	+$31.7K	0.01%	172

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

TimeScale Financial's ISRG Position: Q2 2023 in Review

TimeScale Financial reduced its Intuitive Surgical (ISRG) stake by 14% in Q2 2023, selling an estimated $13.9K and leaving 282 shares worth $96.4K. The position accounts for 0.02% of the portfolio, ranked #158.

TimeScale Financial first reported a position in ISRG in Q2 2020 and has held it in 13 quarters since. The position peaked at $159K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

TimeScale Financial held 282 shares of Intuitive Surgical worth $96.4K as of Q2 2023.
TimeScale Financial sold 46 Intuitive Surgical shares in Q2 2023, an estimated $13.9K.
Intuitive Surgical made up 0.02% of TimeScale Financial's portfolio in Q2 2023, its #158 holding.
TimeScale Financial first reported a position in Intuitive Surgical in Q2 2020 and has held it in 13 quarters since.
TimeScale Financial's Intuitive Surgical position peaked at $159K in Q4 2021.
1,556 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.