Edgemoor Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Edgemoor Investment Advisors’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 Q4	–	Sell	-900	Closed	-$298K	–	146
2021 Q3	$298K	Hold	900	–	–	0.03%	110
2021 Q2	$276K	Hold	900	–	–	0.03%	117
2021 Q1	$222K	Sell	900 -9	-1%	-$2.26K	0.02%	124
2020 Q4	$248K	Buy	909 +9	+1%	+$2.23K	0.03%	114
2020 Q3	$213K	Buy	+900	New	+$202K	0.03%	120
2019 Q3	–	Sell	-1,941	Closed	-$339K	–	136
2019 Q2	$339K	Hold	1,941	–	–	0.04%	106
2019 Q1	$369K	Hold	1,941	–	–	0.05%	102
2018 Q4	$310K	Sell	1,941 -183	-9%	-$31K	0.05%	106
2018 Q3	$406K	Hold	2,124	–	–	0.05%	99
2018 Q2	$339K	Sell	2,124 -675	-24%	-$103K	0.05%	108
2018 Q1	$385K	Hold	2,799	–	–	0.05%	107
2017 Q4	$392K	Hold	2,799	–	–	0.05%	105
2017 Q3	$325K	Hold	2,799	–	–	0.04%	114
2017 Q2	$291K	Hold	2,799	–	–	0.04%	118
2017 Q1	$238K	Buy	+2,799	New	+$221K	0.03%	117

Other funds holding ISRG

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Edgemoor Investment Advisors's ISRG Position: Q4 2021 in Review

Edgemoor Investment Advisors sold out of Intuitive Surgical (ISRG) in Q4 2021, closing a stake of 900 shares — an estimated $298K sold.

Edgemoor Investment Advisors first reported a position in ISRG in Q1 2017 and held it in 15 quarters. The position peaked at $406K in Q3 2018. 1,532 funds tracked by Wall St. Rank hold ISRG as of Q4 2021.

Edgemoor Investment Advisors reported no remaining Intuitive Surgical position as of Q4 2021 after selling out during the quarter.
Edgemoor Investment Advisors sold 900 Intuitive Surgical shares in Q4 2021, an estimated $298K.
Edgemoor Investment Advisors first reported a position in Intuitive Surgical in Q1 2017 and held it in 15 quarters.
Edgemoor Investment Advisors's Intuitive Surgical position peaked at $406K in Q3 2018.
1,532 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2021.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.