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ISRG icon

BP’s Intuitive Surgical ISRG Stock Holding History

BP’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 		– Sell
-51,372
Closed -$15.7M – 265
2021
Q2 		$15.7M Sell
51,372
-15,087
-23% -$4.23M 0.67% 42
2021
Q1 		$16.4M Sell
66,459
-8,586
-11% -$2.16M 0.57% 57
2020
Q4 		$20.4M Sell
75,045
-13,455
-15% -$3.34M 0.62% 48
2020
Q3 		$20.9M Buy
88,500
+55,200
+166% +$12.4M 0.51% 47
2020
Q2 		$6.32M Sell
33,300
-1,200
-3% -$215K 0.23% 93
2020
Q1 		$5.7M Sell
34,500
-600
-2% -$110K 0.24% 97
2019
Q4 		$6.91M Buy
35,100
+8,100
+30% +$1.52M 0.23% 97
2019
Q3 		$4.86M Sell
27,000
-7,200
-21% -$1.25M 0.18% 135
2019
Q2 		$5.98M Sell
34,200
-1,800
-5% -$308K 0.22% 111
2019
Q1 		$6.85M Hold
36,000
– – 0.27% 99
2018
Q4 		$5.75M Sell
36,000
-6,000
-14% -$1.02M 0.24% 107
2018
Q3 		$8.03M Hold
42,000
– – 0.25% 95
2018
Q2 		$6.7M Buy
42,000
+3,000
+8% +$458K 0.22% 117
2018
Q1 		$5.37M Hold
39,000
– – 0.19% 139
2017
Q4 		$4.74M Sell
39,000
-2,400
-6% -$300K 0.17% 157
2017
Q3 		$4.81M Hold
41,400
– – 0.17% 159
2017
Q2 		$4.3M Hold
41,400
– – 0.16% 178
2017
Q1 		$3.53M Buy
41,400
+17,100
+70% +$1.35M 0.13% 193
2016
Q4 		$1.71M Sell
24,300
-31,500
-56% -$2.32M 0.06% 325
2016
Q3 		$4.49M Buy
55,800
+13,500
+32% +$1.03M 0.17% 160
2016
Q2 		$3.11M Buy
+42,300
New +$2.98M 0.12% 208

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BP's ISRG Position: Q3 2021 in Review

BP sold out of Intuitive Surgical (ISRG) in Q3 2021, closing a stake of 51,372 shares — an estimated $15.7M sold.

BP first reported a position in ISRG in Q2 2016 and held it in 21 quarters. The position peaked at $20.9M in Q3 2020. 1,372 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • BP reported no remaining Intuitive Surgical position as of Q3 2021 after selling out during the quarter.
  • BP sold 51,372 Intuitive Surgical shares in Q3 2021, an estimated $15.7M.
  • BP first reported a position in Intuitive Surgical in Q2 2016 and held it in 21 quarters.
  • BP's Intuitive Surgical position peaked at $20.9M in Q3 2020.
  • 1,372 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on BP's 13F filing for Q3 2021, filed 10 Nov 2021.