Birinyi Associates’s Intuitive Surgical ISRG Stock Holding History

Birinyi Associates’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
2020 Q2	–	Sell	-1,500	Closed	-$248K	–	66
2020 Q1	$248K	Hold	1,500	–	–	0.14%	62
2019 Q4	$296K	Sell	1,500 -1,650	-52%	-$309K	0.12%	71
2019 Q3	$567K	Sell	3,150 -1,350	-30%	-$234K	0.25%	51
2019 Q2	$787K	Buy	+4,500	New	+$771K	0.33%	44
2019 Q1	–	Sell	-3,075	Closed	-$491K	–	80
2018 Q4	$491K	Sell	3,075 -525	-15%	-$89K	0.25%	46
2018 Q3	$689K	Buy	+3,600	New	+$639K	0.25%	51
2018 Q1	–	Sell	-5,400	Closed	-$657K	–	100
2017 Q4	$657K	Buy	+5,400	New	+$676K	0.29%	50
2017 Q1	–	Sell	-10,800	Closed	-$761K	–	89
2016 Q4	$761K	Buy	+10,800	New	+$794K	0.43%	45
2015 Q3	–	Sell	-4,500	Closed	-$242K	–	95
2015 Q2	$242K	Buy	+4,500	New	+$252K	0.16%	74
2014 Q3	–	Sell	-4,500	Closed	-$206K	–	94
2014 Q2	$206K	Buy	+4,500	New	+$199K	0.09%	86
2013 Q3	–	Sell	-8,325	Closed	-$468K	–	99
2013 Q2	$468K	Buy	+8,325	New	+$459K	0.28%	48

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Birinyi Associates's ISRG Position: Q2 2020 in Review

Birinyi Associates sold out of Intuitive Surgical (ISRG) in Q2 2020, closing a stake of 1,500 shares — an estimated $248K sold.

Birinyi Associates first reported a position in ISRG in Q2 2013 and held it in 11 quarters. The position peaked at $787K in Q2 2019. 1,049 funds tracked by Wall St. Rank hold ISRG as of Q2 2020.

Birinyi Associates reported no remaining Intuitive Surgical position as of Q2 2020 after selling out during the quarter.
Birinyi Associates sold 1,500 Intuitive Surgical shares in Q2 2020, an estimated $248K.
Birinyi Associates first reported a position in Intuitive Surgical in Q2 2013 and held it in 11 quarters.
Birinyi Associates's Intuitive Surgical position peaked at $787K in Q2 2019.
1,049 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2020.

Based on Birinyi Associates's 13F filing for Q2 2020, filed 6 Aug 2020.