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Liberty Mutual Group Asset Management’s Intuitive Surgical ISRG Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-13,587
Closed -$2.6M – 398
2018
Q3 		$2.6M Hold
13,587
– – 0.05% 110
2018
Q2 		$2.17M Buy
13,587
+213
+2% +$32.5K 0.05% 136
2018
Q1 		$1.84M Hold
13,374
– – 0.06% 164
2017
Q4 		$1.63M Sell
13,374
-4,338
-24% -$543K 0.05% 237
2017
Q3 		$2.06M Sell
17,712
-3,699
-17% -$403K 0.11% 164
2017
Q2 		$2.23M Buy
21,411
+3,564
+20% +$343K 0.09% 257
2017
Q1 		$1.52M Sell
17,847
-7,254
-29% -$573K 0.06% 468
2016
Q4 		$1.77M Buy
25,101
+180
+0.7% +$13.2K 0.06% 406
2016
Q3 		$2.01M Buy
24,921
+1,404
+6% +$108K 0.07% 328
2016
Q2 		$1.73M Buy
23,517
+2,151
+10% +$151K 0.06% 374
2016
Q1 		$1.43M Buy
21,366
+1,818
+9% +$113K 0.06% 418
2015
Q4 		$1.19M Sell
19,548
-10,719
-35% -$602K 0.05% 589
2015
Q3 		$1.55M Sell
30,267
-1,953
-6% -$111K 0.06% 550
2015
Q2 		$1.73M Sell
32,220
-10,359
-24% -$579K 0.06% 520
2015
Q1 		$2.39M Buy
42,579
+1,746
+4% +$98.8K 0.07% 389
2014
Q4 		$2.4M Sell
40,833
-2,376
-5% -$132K 0.08% 366
2014
Q3 		$2.22M Sell
43,209
-2,430
-5% -$121K 0.07% 380
2014
Q2 		$2.09M Buy
45,639
+468
+1% +$20.6K 0.07% 434
2014
Q1 		$2.2M Buy
45,171
+6,867
+18% +$323K 0.07% 360
2013
Q4 		$1.63M Buy
38,304
+16,695
+77% +$702K 0.06% 463
2013
Q3 		$903K Buy
21,609
+4,347
+25% +$192K 0.03% 636
2013
Q2 		$971K Buy
+17,262
New +$951K 0.04% 570

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 $3.38T AUM 44.17% 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

Liberty Mutual Group Asset Management's ISRG Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Intuitive Surgical (ISRG) in Q4 2018, closing a stake of 13,587 shares — an estimated $2.6M sold.

Liberty Mutual Group Asset Management first reported a position in ISRG in Q2 2013 and held it in 22 quarters. The position peaked at $2.6M in Q3 2018. 938 funds tracked by Wall St. Rank hold ISRG as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Intuitive Surgical position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 13,587 Intuitive Surgical shares in Q4 2018, an estimated $2.6M.
  • Liberty Mutual Group Asset Management first reported a position in Intuitive Surgical in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Intuitive Surgical position peaked at $2.6M in Q3 2018.
  • 938 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.