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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Cavalier Investments's ISRG Position: Q2 2019 in Review

Cavalier Investments sold out of Intuitive Surgical (ISRG) in Q2 2019, closing a stake of 9,315 shares — an estimated $1.77M sold.

Cavalier Investments first reported a position in ISRG in Q4 2016 and held it in 10 quarters. The position peaked at $1.78M in Q3 2018. 915 funds tracked by Wall St. Rank hold ISRG as of Q2 2019.

Cavalier Investments reported no remaining Intuitive Surgical position as of Q2 2019 after selling out during the quarter.
Cavalier Investments sold 9,315 Intuitive Surgical shares in Q2 2019, an estimated $1.77M.
Cavalier Investments first reported a position in Intuitive Surgical in Q4 2016 and held it in 10 quarters.
Cavalier Investments's Intuitive Surgical position peaked at $1.78M in Q3 2018.
915 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2019.

Based on Cavalier Investments's 13F filing for Q2 2019, filed 31 Jul 2019.