TrustCore Financial Services’s Intuitive Surgical ISRG Stock Holding History

TrustCore Financial Services’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
2022 Q4	$518K	Sell	1,953 -15	-0.8%	-$3.66K	0.05%	173
2022 Q3	$369K	Buy	1,968 +363	+23%	+$78K	0.04%	191
2022 Q2	$322K	Buy	1,605 +68	+4%	+$16K	0.03%	202
2022 Q1	$464K	Buy	1,537 +1,129	+277%	+$330K	0.04%	178
2021 Q4	$147K	Sell	408 -900	-69%	-$310K	0.02%	283
2021 Q3	$433K	Buy	1,308 +18	+1%	+$6.04K	0.04%	189
2021 Q2	$395K	Buy	1,290 +108	+9%	+$30.3K	0.04%	196
2021 Q1	$291K	Sell	1,182 -36	-3%	-$9.06K	0.03%	213
2020 Q4	$332K	Buy	1,218 +36	+3%	+$8.94K	0.04%	198
2020 Q3	$280K	Hold	1,182	–	–	0.04%	198
2020 Q2	$225K	Buy	1,182 +156	+15%	+$28K	0.04%	212
2020 Q1	$169K	Hold	1,026	–	–	0.04%	212
2019 Q4	$202K	Hold	1,026	–	–	0.04%	215
2019 Q3	$185K	Hold	1,026	–	–	0.04%	215
2019 Q2	$179K	Hold	1,026	–	–	0.04%	209
2019 Q1	$195K	Hold	1,026	–	–	0.05%	159
2018 Q4	$164K	Hold	1,026	–	–	0.09%	75
2018 Q3	$196K	Hold	1,026	–	–	0.06%	154
2018 Q2	$164K	Hold	1,026	–	–	0.06%	162
2018 Q1	$141K	Hold	1,026	–	–	0.05%	165
2017 Q4	$125K	Buy	+1,026	New	+$128K	0.05%	178

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

TrustCore Financial Services's ISRG Position: Q4 2022 in Review

TrustCore Financial Services reduced its Intuitive Surgical (ISRG) stake by 0.76% in Q4 2022, selling an estimated $3.66K and leaving 1,953 shares worth $518K. The position accounts for 0.05% of the portfolio, ranked #173.

TrustCore Financial Services first reported a position in ISRG in Q4 2017 and has held it in 21 quarters since. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

TrustCore Financial Services held 1,953 shares of Intuitive Surgical worth $518K as of Q4 2022.
TrustCore Financial Services sold 15 Intuitive Surgical shares in Q4 2022, an estimated $3.66K.
Intuitive Surgical made up 0.05% of TrustCore Financial Services's portfolio in Q4 2022, its #173 holding.
TrustCore Financial Services first reported a position in Intuitive Surgical in Q4 2017 and has held it in 21 quarters since.
1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.