CSat Investment Advisory’s Intuitive Surgical ISRG Stock Holding History

CSat Investment Advisory’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	$10K	Buy	39 +15	+63%	+$3.77K	0.01%	452
2020 Q4	$7K	Sell	24 -1,794	-99%	-$445K	0.01%	459
2020 Q3	$430K	Buy	1,818 +156	+9%	+$35K	0.04%	187
2020 Q2	$315K	Sell	1,662 -105	-6%	-$18.8K	0.04%	233
2020 Q1	$291K	Buy	1,767 +585	+49%	+$107K	0.06%	192
2019 Q4	$233K	Buy	1,182 +297	+34%	+$55.6K	0.06%	213
2019 Q3	$159K	Buy	885 +102	+13%	+$17.6K	0.05%	243
2019 Q2	$137K	Buy	783 +756	+2,800%	+$130K	0.05%	243
2019 Q1	$5K	Hold	27	–	–	﹤0.01%	501
2018 Q4	$4K	Buy	27 +9	+50%	+$1.52K	﹤0.01%	504
2018 Q3	$3K	Hold	18	–	–	﹤0.01%	509
2018 Q2	$3K	Buy	+18	New	+$2.75K	﹤0.01%	506

Other funds holding ISRG

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CSat Investment Advisory's ISRG Position: Q1 2021 in Review

CSat Investment Advisory increased its Intuitive Surgical (ISRG) stake by 63% in Q1 2021, buying an estimated $3.77K and bringing the position to 39 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #452.

CSat Investment Advisory first reported a position in ISRG in Q2 2018 and has held it in 12 quarters since. The position peaked at $430K in Q3 2020. 1,259 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

CSat Investment Advisory held 39 shares of Intuitive Surgical worth $10K as of Q1 2021.
CSat Investment Advisory bought 15 Intuitive Surgical shares in Q1 2021, an estimated $3.77K.
Intuitive Surgical made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #452 holding.
CSat Investment Advisory first reported a position in Intuitive Surgical in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Intuitive Surgical position peaked at $430K in Q3 2020.
1,259 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.