Lodestar Investment Counsel’s Intuitive Surgical ISRG Stock Holding History

Lodestar Investment Counsel’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
2019 Q2	$1.86M	Buy	10,647 +63	+0.6%	+$10.8K	0.19%	71
2019 Q1	$2.01M	Hold	10,584	–	–	0.22%	67
2018 Q4	$1.69M	Buy	10,584 +186	+2%	+$31.5K	0.21%	69
2018 Q3	$1.99M	Sell	10,398 -156	-1%	-$27.7K	0.21%	70
2018 Q2	$1.68M	Buy	10,554 +6	+0.1%	+$915	0.19%	72
2018 Q1	$1.45M	Hold	10,548	–	–	0.17%	75
2017 Q4	$1.28M	Hold	10,548	–	–	0.15%	77
2017 Q3	$1.23M	Hold	10,548	–	–	0.15%	77
2017 Q2	$1.1M	Hold	10,548	–	–	0.14%	77
2017 Q1	$898K	Sell	10,548 -135	-1%	-$10.7K	0.12%	83
2016 Q4	$753K	Sell	10,683 -315	-3%	-$23.2K	0.1%	93
2016 Q3	$886K	Hold	10,998	–	–	0.12%	80
2016 Q2	$808K	Hold	10,998	–	–	0.12%	84
2016 Q1	$734K	Buy	10,998 +3,348	+44%	+$207K	0.11%	92
2015 Q4	$464K	Hold	7,650	–	–	0.07%	102
2015 Q3	$391K	Hold	7,650	–	–	0.07%	105
2015 Q2	$412K	Hold	7,650	–	–	0.06%	109
2015 Q1	$429K	Buy	7,650 +450	+6%	+$25.5K	0.07%	111
2014 Q4	$423K	Hold	7,200	–	–	0.12%	80
2014 Q3	$369K	Hold	7,200	–	–	0.11%	87
2014 Q2	$329K	Hold	7,200	–	–	0.1%	93
2014 Q1	$350K	Hold	7,200	–	–	0.11%	92
2013 Q4	$307K	Sell	7,200 -1,350	-16%	-$56.8K	0.1%	83
2013 Q3	$357K	Hold	8,550	–	–	0.13%	76
2013 Q2	$481K	Buy	+8,550	New	+$471K	0.18%	64

Other funds holding ISRG

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Lodestar Investment Counsel's ISRG Position: Q2 2019 in Review

Lodestar Investment Counsel increased its Intuitive Surgical (ISRG) stake by 0.6% in Q2 2019, buying an estimated $10.8K and bringing the position to 10,647 shares worth $1.86M. The position accounts for 0.19% of the portfolio, ranked #71.

Lodestar Investment Counsel first reported a position in ISRG in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.01M in Q1 2019. 915 funds tracked by Wall St. Rank hold ISRG as of Q2 2019.

Lodestar Investment Counsel held 10,647 shares of Intuitive Surgical worth $1.86M as of Q2 2019.
Lodestar Investment Counsel bought 63 Intuitive Surgical shares in Q2 2019, an estimated $10.8K.
Intuitive Surgical made up 0.19% of Lodestar Investment Counsel's portfolio in Q2 2019, its #71 holding.
Lodestar Investment Counsel first reported a position in Intuitive Surgical in Q2 2013 and has held it in 25 quarters since.
Lodestar Investment Counsel's Intuitive Surgical position peaked at $2.01M in Q1 2019.
915 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.