Jupiter Investment Management’s Intuitive Surgical ISRG Stock Holding History

Jupiter Investment 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 Q2	$228K	Buy	+1,203	New	+$216K	﹤0.01%	367
2020 Q1	–	Sell	-29,058	Closed	-$5.72M	–	429
2019 Q4	$5.72M	Sell	29,058 -44,103	-60%	-$8.26M	0.08%	215
2019 Q3	$13.2M	Buy	+73,161	New	+$12.7M	0.17%	146
2019 Q1	–	Sell	-648,150	Closed	-$103M	–	392
2018 Q4	$103M	Sell	648,150 -28,416	-4%	-$4.82M	0.92%	37
2018 Q3	$129M	Sell	676,566 -785,424	-54%	-$139M	0.88%	40
2018 Q2	$233M	Sell	1,461,990 -132,129	-8%	-$20.1M	1.66%	16
2018 Q1	$219M	Buy	1,594,119 +267,639	+20%	+$37.4M	1.75%	16
2017 Q4	$161M	Buy	1,326,480 +814,938	+159%	+$102M	1.49%	20
2017 Q3	$59.4M	Sell	511,542 -353,997	-41%	-$38.6M	0.62%	56
2017 Q2	$90M	Buy	865,539 +865,467	+1,202,038%	+$83.2M	1.09%	34
2017 Q1	$6K	Sell	72 -96,282	-100%	-$7.61M	﹤0.01%	391
2016 Q4	$6.79M	Buy	96,354 +96,282	+133,725%	+$7.08M	0.12%	127
2016 Q3	$5K	Hold	72	–	–	﹤0.01%	355
2016 Q2	$5K	Sell	72 -158,607	-100%	-$11.2M	﹤0.01%	418
2016 Q1	$10.6M	Sell	158,679 -154,206	-49%	-$9.56M	0.22%	124
2015 Q4	$19M	Buy	312,885 +68,886	+28%	+$3.87M	0.51%	67
2015 Q3	$12.5M	Buy	+243,999	New	+$13.8M	0.35%	85
2015 Q1	–	Sell	-16,434	Closed	-$965K	–	381
2014 Q4	$965K	Buy	+16,434	New	+$915K	0.03%	259

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

Jupiter Investment Management's ISRG Position: Q2 2020 in Review

Jupiter Investment Management opened a new position in Intuitive Surgical (ISRG) in Q2 2020: 1,203 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #367 among its holdings. This is a return to the name: Jupiter Investment Management previously reported a position in ISRG as recently as Q4 2019.

Jupiter Investment Management first reported a position in ISRG in Q4 2014 and has held it in 18 quarters since. The position peaked at $233M in Q2 2018. 1,048 funds tracked by Wall St. Rank hold ISRG as of Q2 2020.

Jupiter Investment Management held 1,203 shares of Intuitive Surgical worth $228K as of Q2 2020.
Intuitive Surgical was a new Jupiter Investment Management position in Q2 2020.
Intuitive Surgical made up ﹤0.01% of Jupiter Investment Management's portfolio in Q2 2020, its #367 holding.
Jupiter Investment Management first reported a position in Intuitive Surgical in Q4 2014 and has held it in 18 quarters since.
Jupiter Investment Management's Intuitive Surgical position peaked at $233M in Q2 2018.
1,048 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.