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Horizon Kinetics’s Intuitive Surgical ISRG Stock Holding History

Horizon Kinetics’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
2018
Q4 		$314K Buy
1,965
+129
+7% +$21.9K 0.01% 357
2018
Q3 		$351K Buy
1,836
+522
+40% +$92.7K 0.01% 411
2018
Q2 		$210K Buy
+1,314
New +$200K 0.01% 461

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Horizon Kinetics's ISRG Position: Q4 2018 in Review

Horizon Kinetics increased its Intuitive Surgical (ISRG) stake by 7% in Q4 2018, buying an estimated $21.9K and bringing the position to 1,965 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #357.

Horizon Kinetics first reported a position in ISRG in Q2 2018 and has held it in 3 quarters since. The position peaked at $351K in Q3 2018. 938 funds tracked by Wall St. Rank hold ISRG as of Q4 2018.

  • Horizon Kinetics held 1,965 shares of Intuitive Surgical worth $314K as of Q4 2018.
  • Horizon Kinetics bought 129 Intuitive Surgical shares in Q4 2018, an estimated $21.9K.
  • Intuitive Surgical made up 0.01% of Horizon Kinetics's portfolio in Q4 2018, its #357 holding.
  • Horizon Kinetics first reported a position in Intuitive Surgical in Q2 2018 and has held it in 3 quarters since.
  • Horizon Kinetics's Intuitive Surgical position peaked at $351K in Q3 2018.
  • 938 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2018.

Based on Horizon Kinetics's 13F filing for Q4 2018, filed 14 Feb 2019.