IberiaBank’s Intuitive Surgical ISRG Stock Holding History

IberiaBank’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 Q2	$981K	Buy	5,163 +3	+0.1%	+$538	0.12%	126
2020 Q1	$852K	Buy	5,160 +9	+0.2%	+$1.65K	0.11%	121
2019 Q4	$1.01M	Hold	5,151	–	–	0.11%	129
2019 Q3	$927K	Hold	5,151	–	–	0.11%	132
2019 Q2	$901K	Sell	5,151 -78	-1%	-$13.4K	0.1%	135
2019 Q1	$995K	Buy	5,229 +3	+0.1%	+$533	0.12%	134
2018 Q4	$834K	Sell	5,226 -63	-1%	-$10.7K	0.11%	138
2018 Q3	$1.01M	Sell	5,289 -1,146	-18%	-$203K	0.13%	144
2018 Q2	$1.03M	Hold	6,435	–	–	0.18%	132
2018 Q1	$886K	Buy	6,435 +2,736	+74%	+$382K	0.18%	134
2017 Q4	$452K	Sell	3,699 -15,606	-81%	-$1.95M	0.07%	175
2017 Q3	$777K	Buy	+19,305	New	+$2.1M	0.13%	145

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

IberiaBank's ISRG Position: Q2 2020 in Review

IberiaBank increased its Intuitive Surgical (ISRG) stake by 0.06% in Q2 2020, buying an estimated $538 and bringing the position to 5,163 shares worth $981K. The position accounts for 0.12% of the portfolio, ranked #126.

IberiaBank first reported a position in ISRG in Q3 2017 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2018. 1,049 funds tracked by Wall St. Rank hold ISRG as of Q2 2020.

IberiaBank held 5,163 shares of Intuitive Surgical worth $981K as of Q2 2020.
IberiaBank bought 3 Intuitive Surgical shares in Q2 2020, an estimated $538.
Intuitive Surgical made up 0.12% of IberiaBank's portfolio in Q2 2020, its #126 holding.
IberiaBank first reported a position in Intuitive Surgical in Q3 2017 and has held it in 12 quarters since.
IberiaBank's Intuitive Surgical position peaked at $1.03M in Q2 2018.
1,049 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.