Zeke Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Zeke 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
2022 Q4	$840K	Buy	3,164 +126	+4%	+$30.7K	0.05%	164
2022 Q3	$570K	Sell	3,038 -3,134	-51%	-$673K	0.04%	192
2022 Q2	$1.24M	Sell	6,172 -2,957	-32%	-$694K	0.08%	112
2022 Q1	$2.75M	Buy	9,129 +8,133	+817%	+$2.38M	0.14%	71
2021 Q4	$358K	Buy	+996	New	+$343K	0.02%	206
2020 Q1	–	Sell	-4,689	Closed	-$924K	–	373
2019 Q4	$924K	Sell	4,689 -48	-1%	-$8.99K	0.08%	220
2019 Q3	$853K	Sell	4,737 -270	-5%	-$46.7K	0.08%	229
2019 Q2	$875K	Hold	5,007	–	–	0.08%	215
2019 Q1	$952K	Hold	5,007	–	–	0.09%	192
2018 Q4	$799K	Sell	5,007 -2,124	-30%	-$360K	0.08%	241
2018 Q3	$1.36M	Hold	7,131	–	–	0.11%	171
2018 Q2	$1.14M	Hold	7,131	–	–	0.11%	166
2018 Q1	$981K	Buy	7,131 +507	+8%	+$70.8K	0.09%	200
2017 Q4	$806K	Buy	6,624 +171	+3%	+$21.4K	0.08%	194
2017 Q3	$750K	Buy	6,453 +3,438	+114%	+$375K	0.1%	158
2017 Q2	$313K	Buy	+3,015	New	+$290K	0.06%	193

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Zeke Capital Advisors's ISRG Position: Q4 2022 in Review

Zeke Capital Advisors increased its Intuitive Surgical (ISRG) stake by 4.1% in Q4 2022, buying an estimated $30.7K and bringing the position to 3,164 shares worth $840K. The position accounts for 0.05% of the portfolio, ranked #164.

Zeke Capital Advisors first reported a position in ISRG in Q2 2017 and has held it in 16 quarters since. The position peaked at $2.75M in Q1 2022. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

Zeke Capital Advisors held 3,164 shares of Intuitive Surgical worth $840K as of Q4 2022.
Zeke Capital Advisors bought 126 Intuitive Surgical shares in Q4 2022, an estimated $30.7K.
Intuitive Surgical made up 0.05% of Zeke Capital Advisors's portfolio in Q4 2022, its #164 holding.
Zeke Capital Advisors first reported a position in Intuitive Surgical in Q2 2017 and has held it in 16 quarters since.
Zeke Capital Advisors's Intuitive Surgical position peaked at $2.75M in Q1 2022.
1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.