Bridgeworth’s Intuitive Surgical ISRG Stock Holding History

Bridgeworth’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
2018 Q4	–	Sell	-1,473	Closed	-$282K	–	136
2018 Q3	$282K	Hold	1,473	–	–	0.16%	94
2018 Q2	$234K	Buy	+1,473	New	+$225K	0.1%	119

Other funds holding ISRG

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bridgeworth's ISRG Position: Q4 2018 in Review

Bridgeworth sold out of Intuitive Surgical (ISRG) in Q4 2018, closing a stake of 1,473 shares — an estimated $282K sold.

Bridgeworth first reported a position in ISRG in Q2 2018 and held it in 2 quarters. The position peaked at $282K in Q3 2018. 938 funds tracked by Wall St. Rank hold ISRG as of Q4 2018.

Bridgeworth reported no remaining Intuitive Surgical position as of Q4 2018 after selling out during the quarter.
Bridgeworth sold 1,473 Intuitive Surgical shares in Q4 2018, an estimated $282K.
Bridgeworth first reported a position in Intuitive Surgical in Q2 2018 and held it in 2 quarters.
Bridgeworth's Intuitive Surgical position peaked at $282K in Q3 2018.
938 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2018.

Based on Bridgeworth's 13F filing for Q4 2018, filed 5 Feb 2019.