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American Investment Services’s Intuitive Surgical ISRG Stock Holding History

American Investment Services’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
-1,575
Closed -$300K – 135
2019
Q1 		$300K Hold
1,575
– – 0.1% 110
2018
Q4 		$251K Hold
1,575
– – 0.09% 103
2018
Q3 		$301K Hold
1,575
– – 0.1% 97
2018
Q2 		$251K Hold
1,575
– – 0.09% 100
2018
Q1 		$217K Buy
+1,575
New +$220K 0.08% 110

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

American Investment Services's ISRG Position: Q2 2019 in Review

American Investment Services sold out of Intuitive Surgical (ISRG) in Q2 2019, closing a stake of 1,575 shares — an estimated $300K sold.

American Investment Services first reported a position in ISRG in Q1 2018 and held it in 5 quarters. The position peaked at $301K in Q3 2018. 915 funds tracked by Wall St. Rank hold ISRG as of Q2 2019.

  • American Investment Services reported no remaining Intuitive Surgical position as of Q2 2019 after selling out during the quarter.
  • American Investment Services sold 1,575 Intuitive Surgical shares in Q2 2019, an estimated $300K.
  • American Investment Services first reported a position in Intuitive Surgical in Q1 2018 and held it in 5 quarters.
  • American Investment Services's Intuitive Surgical position peaked at $301K in Q3 2018.
  • 915 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2019.

Based on American Investment Services's 13F filing for Q2 2019, filed 6 Aug 2019.