MBTD
ISRG icon

Mechanics Bank - Trust Department’s Intuitive Surgical ISRG Stock Holding History

Mechanics Bank - Trust Department’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
Q4 		– Sell
-9
Closed -$2K – 197
2019
Q3 		$2K Buy
+9
New +$1.56K ﹤0.01% 226

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Mechanics Bank - Trust Department's ISRG Position: Q4 2019 in Review

Mechanics Bank - Trust Department sold out of Intuitive Surgical (ISRG) in Q4 2019, closing a stake of 9 shares — an estimated $2K sold.

Mechanics Bank - Trust Department first reported a position in ISRG in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 1,022 funds tracked by Wall St. Rank hold ISRG as of Q4 2019.

  • Mechanics Bank - Trust Department reported no remaining Intuitive Surgical position as of Q4 2019 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 9 Intuitive Surgical shares in Q4 2019, an estimated $2K.
  • Mechanics Bank - Trust Department first reported a position in Intuitive Surgical in Q3 2019 and held it in 1 quarter.
  • Mechanics Bank - Trust Department's Intuitive Surgical position peaked at $2K in Q3 2019.
  • 1,022 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2019.

Based on Mechanics Bank - Trust Department's 13F filing for Q4 2019, filed 23 Jan 2020.