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Ziegler Capital Management’s Intuitive Surgical ISRG Stock Holding History

Ziegler Capital Management’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
Q1 		$7.84M Sell
19,654
-354
-2% -$134K 0.3% 111
2023
Q4 		$6.75M Buy
20,008
+725
+4% +$216K 0.31% 74
2023
Q3 		$5.64M Sell
19,283
-1,247
-6% -$389K 0.23% 152
2023
Q2 		$7.02M Sell
20,530
-1,218
-6% -$369K 0.27% 141
2023
Q1 		$5.56M Buy
21,748
+4,535
+26% +$1.12M 0.22% 159
2022
Q4 		$4.57M Sell
17,213
-1,250
-7% -$305K 0.19% 167
2022
Q3 		$3.46M Sell
18,463
-954
-5% -$205K 0.15% 176
2022
Q2 		$3.9M Buy
19,417
+5,390
+38% +$1.26M 0.16% 177
2022
Q1 		$4.23M Buy
14,027
+11,633
+486% +$3.4M 0.18% 164
2021
Q4 		$860K Buy
2,394
+90
+4% +$31K 0.03% 338
2021
Q3 		$764K Buy
2,304
+30
+1% +$10.1K 0.03% 356
2021
Q2 		$697K Buy
2,274
+54
+2% +$15.1K 0.02% 367
2021
Q1 		$547K Buy
2,220
+222
+11% +$55.9K 0.02% 382
2020
Q4 		$545K Hold
1,998
– – 0.02% 378
2020
Q3 		$473K Sell
1,998
-8,223
-80% -$1.85M 0.02% 379
2020
Q2 		$1.94M Sell
10,221
-7,143
-41% -$1.28M 0.06% 244
2020
Q1 		$2.87M Buy
+17,364
New +$3.18M 0.08% 255
2013
Q3 		– Sell
-8,091
Closed -$455K – 444
2013
Q2 		$455K Buy
+8,091
New +$446K 0.05% 308

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ziegler Capital Management's ISRG Position: Q1 2024 in Review

Ziegler Capital Management reduced its Intuitive Surgical (ISRG) stake by 1.8% in Q1 2024, selling an estimated $134K and leaving 19,654 shares worth $7.84M. The position accounts for 0.3% of the portfolio, ranked #111.

Ziegler Capital Management first reported a position in ISRG in Q2 2013 and has held it in 18 quarters since. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • Ziegler Capital Management held 19,654 shares of Intuitive Surgical worth $7.84M as of Q1 2024.
  • Ziegler Capital Management sold 354 Intuitive Surgical shares in Q1 2024, an estimated $134K.
  • Intuitive Surgical made up 0.3% of Ziegler Capital Management's portfolio in Q1 2024, its #111 holding.
  • Ziegler Capital Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 18 quarters since.
  • 1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.