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Berman Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$743K Buy
2,247
+846
+60% +$284K 0.12% 96
2021
Q2 		$428K Buy
1,401
+609
+77% +$171K 0.07% 129
2021
Q1 		$194K Buy
792
+243
+44% +$61.1K 0.04% 192
2020
Q4 		$149K Sell
549
-57
-9% -$14.2K 0.04% 202
2020
Q3 		$142K Buy
606
+102
+20% +$22.9K 0.04% 184
2020
Q2 		$94K Buy
504
+45
+10% +$8.07K 0.02% 232
2020
Q1 		$74K Sell
459
-6
-1% -$1.1K 0.02% 236
2019
Q4 		$91K Hold
465
– – 0.03% 233
2019
Q3 		$83K Buy
465
+6
+1% +$1.04K 0.03% 232
2019
Q2 		$80K Buy
459
+48
+12% +$8.22K 0.03% 235
2019
Q1 		$78K Buy
411
+153
+59% +$27.2K 0.03% 224
2018
Q4 		$41K Buy
+258
New +$43.7K 0.02% 274

Other funds holding ISRG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's ISRG Position: Q3 2021 in Review

Berman Capital Advisors increased its Intuitive Surgical (ISRG) stake by 60% in Q3 2021, buying an estimated $284K and bringing the position to 2,247 shares worth $743K. The position accounts for 0.12% of the portfolio, ranked #96.

Berman Capital Advisors first reported a position in ISRG in Q4 2018 and has held it in 12 quarters since. 1,372 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • Berman Capital Advisors held 2,247 shares of Intuitive Surgical worth $743K as of Q3 2021.
  • Berman Capital Advisors bought 846 Intuitive Surgical shares in Q3 2021, an estimated $284K.
  • Intuitive Surgical made up 0.12% of Berman Capital Advisors's portfolio in Q3 2021, its #96 holding.
  • Berman Capital Advisors first reported a position in Intuitive Surgical in Q4 2018 and has held it in 12 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.