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Marino Stram & Associates’s Intuitive Surgical ISRG Stock Holding History

Marino Stram & Associates’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
Q3 		– Sell
-7,713
Closed -$2.36M – 213
2021
Q2 		$2.36M Buy
+7,713
New +$2.16M 0.62% 46
2019
Q2 		– Sell
-36
Closed -$7K – 322
2019
Q1 		$7K Sell
36
-3
-8% -$533 0.01% 329
2018
Q4 		$6K Buy
39
+15
+63% +$2.54K 0.01% 318
2018
Q3 		$5K Hold
24
– – ﹤0.01% 351
2018
Q2 		$4K Buy
+24
New +$3.66K ﹤0.01% 364

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marino Stram & Associates's ISRG Position: Q3 2021 in Review

Marino Stram & Associates sold out of Intuitive Surgical (ISRG) in Q3 2021, closing a stake of 7,713 shares — an estimated $2.36M sold.

Marino Stram & Associates first reported a position in ISRG in Q2 2018 and held it in 5 quarters. The position peaked at $2.36M in Q2 2021. 1,371 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • Marino Stram & Associates reported no remaining Intuitive Surgical position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 7,713 Intuitive Surgical shares in Q3 2021, an estimated $2.36M.
  • Marino Stram & Associates first reported a position in Intuitive Surgical in Q2 2018 and held it in 5 quarters.
  • Marino Stram & Associates's Intuitive Surgical position peaked at $2.36M in Q2 2021.
  • 1,371 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.