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Cedar Brook Financial Partners’s Intuitive Surgical ISRG Stock Holding History

Cedar Brook Financial Partners’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
2021
Q1 		– Sell
-864
Closed -$236K – 334
2020
Q4 		$236K Sell
864
-69
-7% -$17.1K 0.08% 271
2020
Q3 		$221K Buy
+933
New +$209K 0.09% 256

Other funds holding ISRG

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cedar Brook Financial Partners's ISRG Position: Q1 2021 in Review

Cedar Brook Financial Partners sold out of Intuitive Surgical (ISRG) in Q1 2021, closing a stake of 864 shares — an estimated $236K sold.

Cedar Brook Financial Partners first reported a position in ISRG in Q3 2020 and held it in 2 quarters. The position peaked at $236K in Q4 2020. 1,258 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

  • Cedar Brook Financial Partners reported no remaining Intuitive Surgical position as of Q1 2021 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 864 Intuitive Surgical shares in Q1 2021, an estimated $236K.
  • Cedar Brook Financial Partners first reported a position in Intuitive Surgical in Q3 2020 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Intuitive Surgical position peaked at $236K in Q4 2020.
  • 1,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2021, filed 11 May 2021.