FC
ISRG icon

Ferris Capital’s Intuitive Surgical ISRG Stock Holding History

Ferris Capital’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
2019
Q2 		– Sell
-198
Closed -$38K – 387
2019
Q1 		$38K Hold
198
– – 0.01% 292
2018
Q4 		$32K Hold
198
– – 0.01% 290
2018
Q3 		$38K Sell
198
-18
-8% -$3.2K 0.02% 289
2018
Q2 		$34K Hold
216
– – 0.01% 301
2018
Q1 		$30K Buy
+216
New +$30.1K 0.01% 343
2017
Q3 		– Sell
-252
Closed -$26K – 360
2017
Q2 		$26K Buy
+252
New +$24.2K 0.01% 330

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Ferris Capital's ISRG Position: Q2 2019 in Review

Ferris Capital sold out of Intuitive Surgical (ISRG) in Q2 2019, closing a stake of 198 shares — an estimated $38K sold.

Ferris Capital first reported a position in ISRG in Q2 2017 and held it in 6 quarters. The position peaked at $38K in Q1 2019. 915 funds tracked by Wall St. Rank hold ISRG as of Q2 2019.

  • Ferris Capital reported no remaining Intuitive Surgical position as of Q2 2019 after selling out during the quarter.
  • Ferris Capital sold 198 Intuitive Surgical shares in Q2 2019, an estimated $38K.
  • Ferris Capital first reported a position in Intuitive Surgical in Q2 2017 and held it in 6 quarters.
  • Ferris Capital's Intuitive Surgical position peaked at $38K in Q1 2019.
  • 915 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.