CI
ISRG icon

Cavalier Investments’s Intuitive Surgical ISRG Stock Holding History

Cavalier Investments’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
Q2 		– Sell
-9,315
Closed -$1.77M – 131
2019
Q1 		$1.77M Hold
9,315
– – 0.73% 38
2018
Q4 		$1.49M Hold
9,315
– – 0.48% 35
2018
Q3 		$1.78M Hold
9,315
– – 0.52% 49
2018
Q2 		$1.49M Hold
9,315
– – 0.5% 41
2018
Q1 		$1.28M Hold
9,315
– – 0.45% 44
2017
Q4 		$1.13M Hold
9,315
– – 0.45% 49
2017
Q3 		$1.08M Buy
9,315
+3,150
+51% +$343K 0.52% 50
2017
Q2 		$525K Hold
6,165
– – 0.29% 79
2017
Q1 		$525K Hold
6,165
– – 0.29% 81
2016
Q4 		$434K Buy
+6,165
New +$453K 0.28% 72

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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