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Discovery Value Fund’s Intuitive Surgical ISRG Stock Holding History

Discovery Value Fund’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
2020
Q2 		– Sell
-51,123
Closed -$8.44M – 20
2020
Q1 		$8.44M Buy
51,123
+36,000
+238% +$6.59M 0.78% 15
2019
Q4 		$2.98M Sell
15,123
-47,403
-76% -$8.88M 0.25% 12
2019
Q3 		$11.3M Sell
62,526
-16,800
-21% -$2.91M 1.23% 8
2019
Q2 		$13.9M Buy
79,326
+5,130
+7% +$879K 1.57% 7
2019
Q1 		$14.1M Hold
74,196
– – 1.58% 7
2018
Q4 		$11.8M Buy
+74,196
New +$12.6M 1.74% 7

Other funds holding ISRG

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Discovery Value Fund's ISRG Position: Q2 2020 in Review

Discovery Value Fund sold out of Intuitive Surgical (ISRG) in Q2 2020, closing a stake of 51,123 shares — an estimated $8.44M sold.

Discovery Value Fund first reported a position in ISRG in Q4 2018 and held it in 6 quarters. The position peaked at $14.1M in Q1 2019. 1,048 funds tracked by Wall St. Rank hold ISRG as of Q2 2020.

  • Discovery Value Fund reported no remaining Intuitive Surgical position as of Q2 2020 after selling out during the quarter.
  • Discovery Value Fund sold 51,123 Intuitive Surgical shares in Q2 2020, an estimated $8.44M.
  • Discovery Value Fund first reported a position in Intuitive Surgical in Q4 2018 and held it in 6 quarters.
  • Discovery Value Fund's Intuitive Surgical position peaked at $14.1M in Q1 2019.
  • 1,048 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2020.

Based on Discovery Value Fund's 13F filing for Q2 2020, filed 7 Aug 2020.