MUFG Americas’s Intuitive Surgical ISRG Stock Holding History

MUFG Americas’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 Q1	–	Sell	-9	Closed	-$2K	–	757
2020 Q4	$2K	Buy	+9	New	+$2.23K	﹤0.01%	704
2018 Q2	–	Sell	-1,647	Closed	-$227K	–	869
2018 Q1	$227K	Hold	1,647	–	–	0.01%	386
2017 Q4	$200K	Sell	1,647 -144	-8%	-$18K	0.01%	438
2017 Q3	$208K	Buy	+1,791	New	+$195K	0.01%	438
2016 Q2	–	Sell	-36	Closed	-$2K	–	1143
2016 Q1	$2K	Sell	36 -45	-56%	-$2.79K	﹤0.01%	1106
2015 Q4	$5K	Sell	81 -108	-57%	-$6.07K	﹤0.01%	942
2015 Q3	$10K	Sell	189 -405	-68%	-$22.9K	﹤0.01%	857
2015 Q2	$32K	Buy	+594	New	+$33.2K	﹤0.01%	676
2014 Q4	–	Sell	-90	Closed	-$5K	–	1275
2014 Q3	$5K	Sell	90 -81	-47%	-$4.02K	﹤0.01%	1085
2014 Q2	$8K	Sell	171 -171	-50%	-$7.54K	﹤0.01%	960
2014 Q1	$17K	Buy	+342	New	+$16.1K	﹤0.01%	837
2013 Q3	–	Sell	-189	Closed	-$11K	–	1308
2013 Q2	$11K	Buy	+189	New	+$10.4K	﹤0.01%	1389

Other funds holding ISRG

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

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Edgewood Management

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

Bank of New York Mellon

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return