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Waratah Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Waratah Capital Advisors’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
-1,100
Closed -$489K – 157
2024
Q2 		$489K Buy
+1,100
New +$438K 0.02% 110

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

Waratah Capital Advisors's ISRG Position: Q1 2023 in Review

Waratah Capital Advisors sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 3,412 shares — an estimated $905K sold.

Waratah Capital Advisors first reported a position in ISRG in Q3 2019 and held it in 2 quarters. The position peaked at $1.57M in Q3 2019. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

  • Waratah Capital Advisors reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
  • Waratah Capital Advisors sold 3,412 Intuitive Surgical shares in Q1 2023, an estimated $905K.
  • Waratah Capital Advisors first reported a position in Intuitive Surgical in Q3 2019 and held it in 2 quarters.
  • Waratah Capital Advisors's Intuitive Surgical position peaked at $1.57M in Q3 2019.
  • 1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Waratah Capital Advisors's 13F filing for Q1 2023, filed 11 May 2023.