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Mid Atlantic Financial Management’s Intuitive Surgical ISRG Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$711K Buy
2,145
+15
+0.7% +$5.04K 0.05% 356
2021
Q2 		$653K Sell
2,130
-147
-6% -$41.2K 0.04% 385
2021
Q1 		$561K Sell
2,277
-630
-22% -$158K 0.04% 395
2020
Q4 		$793K Sell
2,907
-54
-2% -$13.4K 0.06% 282
2020
Q3 		$763K Buy
2,961
+966
+48% +$217K 0.07% 262
2020
Q2 		$379K Sell
1,995
-60
-3% -$10.8K 0.04% 412
2020
Q1 		$339K Buy
2,055
+87
+4% +$15.9K 0.04% 404
2019
Q4 		$388K Buy
1,968
+816
+71% +$153K 0.04% 463
2019
Q3 		$207K Hold
1,152
– – 0.02% 610
2019
Q2 		$201K Sell
1,152
-1,554
-57% -$266K 0.02% 642
2019
Q1 		$515K Buy
2,706
+1,173
+77% +$208K 0.06% 356
2018
Q4 		$245K Buy
+1,533
New +$260K 0.03% 528

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

Mid Atlantic Financial Management's ISRG Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Intuitive Surgical (ISRG) stake by 0.7% in Q3 2021, buying an estimated $5.04K and bringing the position to 2,145 shares worth $711K. The position accounts for 0.05% of the portfolio, ranked #356.

Mid Atlantic Financial Management first reported a position in ISRG in Q4 2018 and has held it in 12 quarters since. The position peaked at $793K in Q4 2020. 1,372 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • Mid Atlantic Financial Management held 2,145 shares of Intuitive Surgical worth $711K as of Q3 2021.
  • Mid Atlantic Financial Management bought 15 Intuitive Surgical shares in Q3 2021, an estimated $5.04K.
  • Intuitive Surgical made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #356 holding.
  • Mid Atlantic Financial Management first reported a position in Intuitive Surgical in Q4 2018 and has held it in 12 quarters since.
  • Mid Atlantic Financial Management's Intuitive Surgical position peaked at $793K in Q4 2020.
  • 1,372 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.