Mitsubishi UFJ Securities’s Intuitive Surgical ISRG Stock Holding History

Mitsubishi UFJ Securities’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
2020 Q1	–	Sell	-3,900	Closed	-$768K	–	41
2019 Q4	$768K	Hold	3,900	–	–	4.07%	7
2019 Q3	$702K	Buy	3,900 +1,200	+44%	+$208K	3.39%	9
2019 Q2	$472K	Buy	+2,700	New	+$463K	1.56%	9
2018 Q4	–	Sell	-7,800	Closed	-$1.49M	–	160
2018 Q3	$1.49M	Buy	7,800 +5,070	+186%	+$900K	4.8%	4
2018 Q2	$435K	Sell	2,730 -2,250	-45%	-$343K	1.56%	16
2018 Q1	$685K	Buy	+4,980	New	+$695K	2.63%	4
2017 Q4	–	Sell	-270	Closed	-$31K	–	241
2017 Q3	$31K	Hold	270	–	–	0.15%	121
2017 Q2	$28K	Hold	270	–	–	0.15%	118
2017 Q1	$23K	Sell	270 -540	-67%	-$42.7K	0.12%	126
2016 Q4	$57K	Sell	810 -4,860	-86%	-$357K	0.32%	77
2016 Q3	$457K	Buy	5,670 +3,060	+117%	+$234K	2.39%	9
2016 Q2	$192K	Buy	2,610 +2,430	+1,350%	+$171K	0.34%	45
2016 Q1	$12K	Sell	180 -450	-71%	-$27.9K	0.02%	159
2015 Q4	$38K	Sell	630 -450	-42%	-$25.3K	0.06%	120
2015 Q3	$55K	Buy	1,080 +900	+500%	+$51K	0.39%	58
2015 Q2	$10K	Hold	180	–	–	0.07%	182
2015 Q1	$10K	Buy	+180	New	+$10.2K	0.03%	191

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Mitsubishi UFJ Securities's ISRG Position: Q1 2020 in Review

Mitsubishi UFJ Securities sold out of Intuitive Surgical (ISRG) in Q1 2020, closing a stake of 3,900 shares — an estimated $768K sold.

Mitsubishi UFJ Securities first reported a position in ISRG in Q1 2015 and held it in 17 quarters. The position peaked at $1.49M in Q3 2018. 1,006 funds tracked by Wall St. Rank hold ISRG as of Q1 2020.

Mitsubishi UFJ Securities reported no remaining Intuitive Surgical position as of Q1 2020 after selling out during the quarter.
Mitsubishi UFJ Securities sold 3,900 Intuitive Surgical shares in Q1 2020, an estimated $768K.
Mitsubishi UFJ Securities first reported a position in Intuitive Surgical in Q1 2015 and held it in 17 quarters.
Mitsubishi UFJ Securities's Intuitive Surgical position peaked at $1.49M in Q3 2018.
1,006 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2020.

Based on Mitsubishi UFJ Securities's 13F filing for Q1 2020, filed 13 May 2020.