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Catamount Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Catamount Wealth Management’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
2019
Q1 		$17K Hold
90
– – 0.01% 120
2018
Q4 		$16K Hold
90
– – 0.01% 112
2018
Q3 		$17K Hold
90
– – 0.01% 126
2018
Q2 		$16K Hold
90
– – 0.01% 124
2018
Q1 		$12K Hold
90
– – 0.01% 128
2017
Q4 		$11K Hold
90
– – 0.01% 126
2017
Q3 		$10K Buy
+90
New +$9.81K 0.01% 132

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Catamount Wealth Management's ISRG Position: Q1 2019 in Review

Catamount Wealth Management held its Intuitive Surgical (ISRG) position steady in Q1 2019 at 90 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #120.

Catamount Wealth Management first reported a position in ISRG in Q3 2017 and has held it in 7 quarters since. 946 funds tracked by Wall St. Rank hold ISRG as of Q1 2019.

  • Catamount Wealth Management held 90 shares of Intuitive Surgical worth $17K as of Q1 2019.
  • Catamount Wealth Management left its Intuitive Surgical share count unchanged in Q1 2019.
  • Intuitive Surgical made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #120 holding.
  • Catamount Wealth Management first reported a position in Intuitive Surgical in Q3 2017 and has held it in 7 quarters since.
  • 946 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.