Acorn Advisory Capital’s Intuitive Surgical ISRG Stock Holding History

Acorn Advisory Capital’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
2019 Q2	–	Sell	-2,100	Closed	-$399K	–	36
2019 Q1	$399K	Hold	2,100	–	–	0.71%	21
2018 Q4	$335K	Sell	2,100 -1,740	-45%	-$295K	1.2%	10
2018 Q3	$735K	Buy	3,840 +1,530	+66%	+$272K	0.84%	17
2018 Q2	$368K	Sell	2,310 -480	-17%	-$73.2K	0.44%	28
2018 Q1	$384K	Buy	+2,790	New	+$389K	0.6%	18

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Acorn Advisory Capital's ISRG Position: Q2 2019 in Review

Acorn Advisory Capital sold out of Intuitive Surgical (ISRG) in Q2 2019, closing a stake of 2,100 shares — an estimated $399K sold.

Acorn Advisory Capital first reported a position in ISRG in Q1 2018 and held it in 5 quarters. The position peaked at $735K in Q3 2018. 915 funds tracked by Wall St. Rank hold ISRG as of Q2 2019.

Acorn Advisory Capital reported no remaining Intuitive Surgical position as of Q2 2019 after selling out during the quarter.
Acorn Advisory Capital sold 2,100 Intuitive Surgical shares in Q2 2019, an estimated $399K.
Acorn Advisory Capital first reported a position in Intuitive Surgical in Q1 2018 and held it in 5 quarters.
Acorn Advisory Capital's Intuitive Surgical position peaked at $735K in Q3 2018.
915 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2019.

Based on Acorn Advisory Capital's 13F filing for Q2 2019, filed 13 Aug 2019.