Yorktown Management & Research Company’s Intuitive Surgical ISRG Stock Holding History

Yorktown Management & Research Company’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	-900	Closed	-$308K	–	223
2023 Q2	$308K	Hold	900	–	–	0.33%	150
2023 Q1	$230K	Hold	900	–	–	0.25%	178
2022 Q4	$239K	Buy	+900	New	+$219K	0.29%	171
2022 Q2	–	Sell	-900	Closed	-$272K	–	211
2022 Q1	$272K	Hold	900	–	–	0.23%	172
2021 Q4	$323K	Hold	900	–	–	0.22%	168
2021 Q3	$298K	Hold	900	–	–	0.22%	175
2021 Q2	$276K	Hold	900	–	–	0.22%	188
2021 Q1	$222K	Buy	+900	New	+$226K	0.18%	227
2020 Q4	–	Sell	-1,500	Closed	-$355K	–	237
2020 Q3	$355K	Hold	1,500	–	–	0.33%	143
2020 Q2	$285K	Hold	1,500	–	–	0.26%	208
2020 Q1	$248K	Buy	+1,500	New	+$275K	0.25%	166
2019 Q2	–	Sell	-1,680	Closed	-$320K	–	326
2019 Q1	$320K	Hold	1,680	–	–	0.1%	236
2018 Q4	$268K	Hold	1,680	–	–	0.09%	251
2018 Q3	$321K	Buy	+1,680	New	+$298K	0.09%	252
2013 Q3	–	Sell	-3,600	Closed	-$203K	–	379
2013 Q2	$203K	Buy	+3,600	New	+$198K	0.04%	288

Other funds holding ISRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Yorktown Management & Research Company's ISRG Position: Q3 2023 in Review

Yorktown Management & Research Company sold out of Intuitive Surgical (ISRG) in Q3 2023, closing a stake of 900 shares — an estimated $308K sold.

Yorktown Management & Research Company first reported a position in ISRG in Q2 2013 and held it in 15 quarters. The position peaked at $355K in Q3 2020. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

Yorktown Management & Research Company reported no remaining Intuitive Surgical position as of Q3 2023 after selling out during the quarter.
Yorktown Management & Research Company sold 900 Intuitive Surgical shares in Q3 2023, an estimated $308K.
Yorktown Management & Research Company first reported a position in Intuitive Surgical in Q2 2013 and held it in 15 quarters.
Yorktown Management & Research Company's Intuitive Surgical position peaked at $355K in Q3 2020.
1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Yorktown Management & Research Company's 13F filing for Q3 2023, filed 26 Oct 2023.