Aperio Group’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $66.1M | Buy |
242,304
+27,594
| +13% | +$6.85M | 0.2% | 87 |
|
|
2020
Q3 | $50.8M | Buy |
214,710
+7,413
| +4% | +$1.66M | 0.17% | 109 |
|
|
2020
Q2 | $39.4M | Sell |
207,297
-3,390
| -2% | -$608K | 0.15% | 138 |
|
|
2020
Q1 | $34.8M | Sell |
210,687
-10,785
| -5% | -$1.98M | 0.15% | 138 |
|
|
2019
Q4 | $43.6M | Buy |
221,472
+7,362
| +3% | +$1.38M | 0.16% | 141 |
|
|
2019
Q3 | $38.5M | Sell |
214,110
-3,552
| -2% | -$614K | 0.15% | 143 |
|
|
2019
Q2 | $38.1M | Sell |
217,662
-12,351
| -5% | -$2.12M | 0.16% | 138 |
|
|
2019
Q1 | $43.7M | Sell |
230,013
-2,022
| -0.9% | -$359K | 0.19% | 110 |
|
|
2018
Q4 | $37M | Buy |
232,035
+14,856
| +7% | +$2.52M | 0.19% | 115 |
|
|
2018
Q3 | $41.6M | Buy |
217,179
+3,264
| +2% | +$580K | 0.18% | 120 |
|
|
2018
Q2 | $34.1M | Sell |
213,915
-2,550
| -1% | -$389K | 0.16% | 141 |
|
|
2018
Q1 | $29.8M | Buy |
216,465
+7,737
| +4% | +$1.08M | 0.15% | 161 |
|
|
2017
Q4 | $25.4M | Sell |
208,728
-389,052
| -65% | -$48.7M | 0.13% | 184 |
|
|
2017
Q3 | $23.2M | Buy |
597,780
+409,122
| +217% | +$44.6M | 0.13% | 181 |
|
|
2017
Q2 | $19.6M | Buy |
188,658
+20,394
| +12% | +$1.96M | 0.12% | 203 |
|
|
2017
Q1 | $14.3M | Sell |
168,264
-4,878
| -3% | -$385K | 0.1% | 240 |
|
|
2016
Q4 | $12.2M | Buy |
173,142
+6,624
| +4% | +$487K | 0.09% | 251 |
|
|
2016
Q3 | $13.4M | Buy |
166,518
+16,290
| +11% | +$1.25M | 0.1% | 249 |
|
|
2016
Q2 | $11M | Buy |
150,228
+31,743
| +27% | +$2.23M | 0.09% | 273 |
|
|
2016
Q1 | $7.91M | Buy |
118,485
+21,996
| +23% | +$1.36M | 0.07% | 335 |
|
|
2015
Q4 | $5.86M | Sell |
96,489
-4,284
| -4% | -$241K | 0.05% | 405 |
|
|
2015
Q3 | $5.15M | Buy |
100,773
+14,850
| +17% | +$841K | 0.05% | 417 |
|
|
2015
Q2 | $4.63M | Buy |
85,923
+1,962
| +2% | +$110K | 0.05% | 435 |
|
|
2015
Q1 | $4.71M | Buy |
83,961
+3,555
| +4% | +$201K | 0.05% | 424 |
|
|
2014
Q4 | $4.73M | Buy |
80,406
+13,788
| +21% | +$768K | 0.06% | 395 |
|
|
2014
Q3 | $3.42M | Buy |
66,618
+9,009
| +16% | +$447K | 0.05% | 457 |
|
|
2014
Q2 | $2.64M | Sell |
57,609
-12,744
| -18% | -$562K | 0.04% | 527 |
|
|
2014
Q1 | $3.42M | Buy |
+70,353
| New | +$3.31M | 0.05% | 500 |
|
|
2013
Q4 | – | Sell |
-40,563
| Closed | -$1.71M | – | 606 |
|
|
2013
Q3 | $1.7M | Sell |
40,563
-5,418
| -12% | -$239K | 0.03% | 646 |
|
|
2013
Q2 | $2.59M | Buy |
+45,981
| New | +$2.53M | 0.06% | 405 |
|
Other funds holding ISRG
Aperio Group's ISRG Position: Q4 2020 in Review
Aperio Group increased its Intuitive Surgical (ISRG) stake by 13% in Q4 2020, buying an estimated $6.85M and bringing the position to 242,304 shares worth $66.1M. The position accounts for 0.2% of the portfolio, ranked #87.
Aperio Group first reported a position in ISRG in Q2 2013 and has held it in 30 quarters since. 1,253 funds tracked by Wall St. Rank hold ISRG as of Q4 2020.
- Aperio Group held 242,304 shares of Intuitive Surgical worth $66.1M as of Q4 2020.
- Aperio Group bought 27,594 Intuitive Surgical shares in Q4 2020, an estimated $6.85M.
- Intuitive Surgical made up 0.2% of Aperio Group's portfolio in Q4 2020, its #87 holding.
- Aperio Group first reported a position in Intuitive Surgical in Q2 2013 and has held it in 30 quarters since.
- 1,253 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.