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Advantage Investment Management’s Intuitive Surgical ISRG Stock Holding History

Advantage Investment 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
2018
Q4 		– Sell
-75
Closed -$14K – 1028
2018
Q3 		$14K Sell
75
-312
-81% -$55.4K 0.01% 643
2018
Q2 		$62K Hold
387
– – 0.05% 334
2018
Q1 		$53K Sell
387
-9
-2% -$1.26K 0.02% 374
2017
Q4 		$48K Sell
396
-171
-30% -$21.4K 0.01% 405
2017
Q3 		$66K Hold
567
– – 0.02% 342
2017
Q2 		$59K Buy
567
+9
+2% +$865 0.02% 329
2017
Q1 		$48K Buy
558
+27
+5% +$2.13K 0.02% 353
2016
Q4 		$37K Hold
531
– – 0.01% 393
2016
Q3 		$43K Buy
+531
New +$40.7K 0.02% 351

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Advantage Investment Management's ISRG Position: Q4 2018 in Review

Advantage Investment Management sold out of Intuitive Surgical (ISRG) in Q4 2018, closing a stake of 75 shares — an estimated $14K sold.

Advantage Investment Management first reported a position in ISRG in Q3 2016 and held it in 9 quarters. The position peaked at $66K in Q3 2017. 938 funds tracked by Wall St. Rank hold ISRG as of Q4 2018.

  • Advantage Investment Management reported no remaining Intuitive Surgical position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 75 Intuitive Surgical shares in Q4 2018, an estimated $14K.
  • Advantage Investment Management first reported a position in Intuitive Surgical in Q3 2016 and held it in 9 quarters.
  • Advantage Investment Management's Intuitive Surgical position peaked at $66K in Q3 2017.
  • 938 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.