Truepoint Inc’s Intuitive Surgical ISRG Stock Holding History

Truepoint Inc’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 Q4	–	Sell	-707	Closed	-$207K	–	256
2023 Q3	$207K	Buy	+707	New	+$221K	0.01%	191

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Truepoint Inc's ISRG Position: Q4 2023 in Review

Truepoint Inc sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 707 shares — an estimated $207K sold.

Truepoint Inc first reported a position in ISRG in Q3 2023 and held it in 1 quarter. The position peaked at $207K in Q3 2023. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

Truepoint Inc reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
Truepoint Inc sold 707 Intuitive Surgical shares in Q4 2023, an estimated $207K.
Truepoint Inc first reported a position in Intuitive Surgical in Q3 2023 and held it in 1 quarter.
Truepoint Inc's Intuitive Surgical position peaked at $207K in Q3 2023.
1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Truepoint Inc's 13F filing for Q4 2023, filed 12 Feb 2024.