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Abacus FCF Advisors’s Intuitive Surgical ISRG Stock Holding History

Abacus FCF 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
2021
Q1 		– Sell
-7,989
Closed -$2.15M – 162
2020
Q4 		$2.15M Sell
7,989
-720
-8% -$179K 1.25% 24
2020
Q3 		$2.14M Buy
8,709
+3,024
+53% +$679K 1.15% 28
2020
Q2 		$1.1M Buy
5,685
+2,412
+74% +$432K 1.04% 53
2020
Q1 		$535K Buy
+3,273
New +$599K 0.61% 77
2015
Q1 		– Sell
-29,961
Closed -$1.76M – 116
2014
Q4 		$1.76M Buy
+29,961
New +$1.67M 1.08% 40

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Abacus FCF Advisors's ISRG Position: Q1 2021 in Review

Abacus FCF Advisors sold out of Intuitive Surgical (ISRG) in Q1 2021, closing a stake of 7,989 shares — an estimated $2.15M sold.

Abacus FCF Advisors first reported a position in ISRG in Q4 2014 and held it in 5 quarters. The position peaked at $2.15M in Q4 2020. 1,260 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

  • Abacus FCF Advisors reported no remaining Intuitive Surgical position as of Q1 2021 after selling out during the quarter.
  • Abacus FCF Advisors sold 7,989 Intuitive Surgical shares in Q1 2021, an estimated $2.15M.
  • Abacus FCF Advisors first reported a position in Intuitive Surgical in Q4 2014 and held it in 5 quarters.
  • Abacus FCF Advisors's Intuitive Surgical position peaked at $2.15M in Q4 2020.
  • 1,260 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on Abacus FCF Advisors's 13F filing for Q1 2021, filed 6 Apr 2021.