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British Steel Pension Fund’s Intuitive Surgical ISRG Stock Holding History

British Steel Pension Fund’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
Q1 		– Sell
-930
Closed -$183K – 99
2019
Q4 		$183K Hold
930
– – 0.03% 87
2019
Q3 		$167K Sell
930
-654
-41% -$113K 0.03% 93
2019
Q2 		$277K Sell
1,584
-1,728
-52% -$296K 0.04% 97
2019
Q1 		$630K Sell
3,312
-351
-10% -$62.4K 0.11% 78
2018
Q4 		$701K Buy
+3,663
New +$621K 0.12% 83

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

British Steel Pension Fund's ISRG Position: Q1 2020 in Review

British Steel Pension Fund sold out of Intuitive Surgical (ISRG) in Q1 2020, closing a stake of 930 shares — an estimated $183K sold.

British Steel Pension Fund first reported a position in ISRG in Q4 2018 and held it in 5 quarters. The position peaked at $701K in Q4 2018. 1,006 funds tracked by Wall St. Rank hold ISRG as of Q1 2020.

  • British Steel Pension Fund reported no remaining Intuitive Surgical position as of Q1 2020 after selling out during the quarter.
  • British Steel Pension Fund sold 930 Intuitive Surgical shares in Q1 2020, an estimated $183K.
  • British Steel Pension Fund first reported a position in Intuitive Surgical in Q4 2018 and held it in 5 quarters.
  • British Steel Pension Fund's Intuitive Surgical position peaked at $701K in Q4 2018.
  • 1,006 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2020.

Based on British Steel Pension Fund's 13F filing for Q1 2020, filed 19 May 2020.