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ETrade Capital Management’s Intuitive Surgical ISRG Stock Holding History

ETrade Capital Management’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
Q3 		$557K Buy
2,352
+21
+0.9% +$4.71K 0.01% 535
2020
Q2 		$443K Sell
2,331
-612
-21% -$110K 0.01% 567
2020
Q1 		$486K Sell
2,943
-3,315
-53% -$607K 0.01% 476
2019
Q4 		$1.23M Sell
6,258
-669
-10% -$125K 0.03% 310
2019
Q3 		$1.25M Sell
6,927
-333
-5% -$57.6K 0.03% 297
2019
Q2 		$1.27M Sell
7,260
-657
-8% -$113K 0.03% 298
2019
Q1 		$1.51M Buy
7,917
+1,629
+26% +$290K 0.04% 242
2018
Q4 		$1M Buy
6,288
+1,971
+46% +$334K 0.03% 297
2018
Q3 		$827K Buy
4,317
+1,965
+84% +$349K 0.02% 416
2018
Q2 		$375K Buy
2,352
+573
+32% +$87.4K 0.01% 593
2018
Q1 		$245K Sell
1,779
-138
-7% -$19.3K 0.01% 677
2017
Q4 		$233K Buy
+1,917
New +$240K 0.01% 684
2014
Q2 		– Sell
-99
Closed -$5K – 570
2014
Q1 		$5K Sell
99
-9
-8% -$424 ﹤0.01% 768
2013
Q4 		$5K Sell
108
-27
-20% -$1.14K ﹤0.01% 756
2013
Q3 		$6K Sell
135
-27
-17% -$1.19K ﹤0.01% 781
2013
Q2 		$9K Buy
+162
New +$8.92K ﹤0.01% 669

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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

ETrade Capital Management's ISRG Position: Q3 2020 in Review

ETrade Capital Management increased its Intuitive Surgical (ISRG) stake by 0.9% in Q3 2020, buying an estimated $4.71K and bringing the position to 2,352 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #535.

ETrade Capital Management first reported a position in ISRG in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.51M in Q1 2019. 1,153 funds tracked by Wall St. Rank hold ISRG as of Q3 2020.

  • ETrade Capital Management held 2,352 shares of Intuitive Surgical worth $557K as of Q3 2020.
  • ETrade Capital Management bought 21 Intuitive Surgical shares in Q3 2020, an estimated $4.71K.
  • Intuitive Surgical made up 0.01% of ETrade Capital Management's portfolio in Q3 2020, its #535 holding.
  • ETrade Capital Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 16 quarters since.
  • ETrade Capital Management's Intuitive Surgical position peaked at $1.51M in Q1 2019.
  • 1,153 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.