GVI
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Green Valley Investors’s Intuitive Surgical ISRG Stock Holding History

Green Valley Investors’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
Q3 		$22.9M Buy
127,284
+24,663
+24% +$4.27M 1.3% 24
2019
Q2 		$17.9M Sell
102,621
-17,013
-14% -$2.92M 1.02% 24
2019
Q1 		$22.8M Hold
119,634
– – 1.16% 27
2018
Q4 		$19.1M Buy
119,634
+56,913
+91% +$9.64M 1.1% 29
2018
Q3 		$12M Sell
62,721
-4,875
-7% -$866K 0.54% 32
2018
Q2 		$10.8M Sell
67,596
-4,704
-7% -$717K 0.51% 33
2018
Q1 		$9.95M Buy
+72,300
New +$10.1M 0.47% 31

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Green Valley Investors's ISRG Position: Q3 2019 in Review

Green Valley Investors increased its Intuitive Surgical (ISRG) stake by 24% in Q3 2019, buying an estimated $4.27M and bringing the position to 127,284 shares worth $22.9M. The position accounts for 1.3% of the portfolio, ranked #24.

Green Valley Investors first reported a position in ISRG in Q1 2018 and has held it in 7 quarters since. 920 funds tracked by Wall St. Rank hold ISRG as of Q3 2019.

  • Green Valley Investors held 127,284 shares of Intuitive Surgical worth $22.9M as of Q3 2019.
  • Green Valley Investors bought 24,663 Intuitive Surgical shares in Q3 2019, an estimated $4.27M.
  • Intuitive Surgical made up 1.3% of Green Valley Investors's portfolio in Q3 2019, its #24 holding.
  • Green Valley Investors first reported a position in Intuitive Surgical in Q1 2018 and has held it in 7 quarters since.
  • 920 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2019.

Based on Green Valley Investors's 13F filing for Q3 2019, filed 13 Nov 2019.