Kemper Corp Master Retirement Trust’s Intuitive Surgical ISRG Stock Holding History

Kemper Corp Master Retirement Trust’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
2021 Q1	–	Sell	-6,375	Closed	-$1.74M	–	21
2020 Q4	$1.74M	Sell	6,375 -1,200	-16%	-$298K	1.09%	12
2020 Q3	$1.79M	Sell	7,575 -1,350	-15%	-$303K	1.06%	12
2020 Q2	$1.7M	Hold	8,925	–	–	0.77%	29
2020 Q1	$1.52M	Hold	8,925	–	–	0.69%	33
2019 Q4	$1.76M	Hold	8,925	–	–	0.81%	32
2019 Q3	$1.61M	Hold	8,925	–	–	0.8%	35
2019 Q2	$1.56M	Buy	+8,925	New	+$1.53M	0.95%	33

Other funds holding ISRG

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kemper Corp Master Retirement Trust's ISRG Position: Q1 2021 in Review

Kemper Corp Master Retirement Trust sold out of Intuitive Surgical (ISRG) in Q1 2021, closing a stake of 6,375 shares — an estimated $1.74M sold.

Kemper Corp Master Retirement Trust first reported a position in ISRG in Q2 2019 and held it in 7 quarters. The position peaked at $1.79M in Q3 2020. 1,258 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

Kemper Corp Master Retirement Trust reported no remaining Intuitive Surgical position as of Q1 2021 after selling out during the quarter.
Kemper Corp Master Retirement Trust sold 6,375 Intuitive Surgical shares in Q1 2021, an estimated $1.74M.
Kemper Corp Master Retirement Trust first reported a position in Intuitive Surgical in Q2 2019 and held it in 7 quarters.
Kemper Corp Master Retirement Trust's Intuitive Surgical position peaked at $1.79M in Q3 2020.
1,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on Kemper Corp Master Retirement Trust's 13F filing for Q1 2021, filed 11 May 2021.