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Berkshire Capital Holdings’s Intuitive Surgical ISRG Stock Holding History

Berkshire Capital Holdings’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
Q1 		– Sell
-28,320
Closed -$4.52M – 38
2018
Q4 		$4.52M Sell
28,320
-24,330
-46% -$4.12M 3.01% 17
2018
Q3 		$10.1M Buy
+52,650
New +$9.35M 4.96% 9

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Berkshire Capital Holdings's ISRG Position: Q1 2019 in Review

Berkshire Capital Holdings sold out of Intuitive Surgical (ISRG) in Q1 2019, closing a stake of 28,320 shares — an estimated $4.52M sold.

Berkshire Capital Holdings first reported a position in ISRG in Q3 2018 and held it in 2 quarters. The position peaked at $10.1M in Q3 2018. 946 funds tracked by Wall St. Rank hold ISRG as of Q1 2019.

  • Berkshire Capital Holdings reported no remaining Intuitive Surgical position as of Q1 2019 after selling out during the quarter.
  • Berkshire Capital Holdings sold 28,320 Intuitive Surgical shares in Q1 2019, an estimated $4.52M.
  • Berkshire Capital Holdings first reported a position in Intuitive Surgical in Q3 2018 and held it in 2 quarters.
  • Berkshire Capital Holdings's Intuitive Surgical position peaked at $10.1M in Q3 2018.
  • 946 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2019.

Based on Berkshire Capital Holdings's 13F filing for Q1 2019, filed 13 May 2019.