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ISRG icon

Neuburgh Advisers’s Intuitive Surgical ISRG Stock Holding History

Neuburgh Advisers’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
Q3 		$33M Buy
183,498
+18,054
+11% +$3.12M 1.03% 25
2019
Q2 		$28.9M Sell
165,444
-1,326
-0.8% -$227K 0.93% 26
2019
Q1 		$31.7M Buy
166,770
+5,100
+3% +$906K 1.08% 22
2018
Q4 		$25.8M Buy
161,670
+49,572
+44% +$8.4M 1.01% 28
2018
Q3 		$21.4M Sell
112,098
-30,600
-21% -$5.43M 0.69% 39
2018
Q2 		$22.8M Sell
142,698
-85,476
-37% -$13M 0.76% 34
2018
Q1 		$31.4M Sell
228,174
-25,806
-10% -$3.6M 1.1% 20
2017
Q4 		$30.9M Sell
253,980
-14,382
-5% -$1.8M 1.11% 20
2017
Q3 		$31.2M Buy
268,362
+40,086
+18% +$4.37M 1.16% 18
2017
Q2 		$23.7M Sell
228,276
-18,666
-8% -$1.79M 0.9% 25
2017
Q1 		$21M Buy
246,942
+5,814
+2% +$459K 0.83% 32
2016
Q4 		$17M Buy
+241,128
New +$17.7M 0.76% 35

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

Neuburgh Advisers's ISRG Position: Q3 2019 in Review

Neuburgh Advisers increased its Intuitive Surgical (ISRG) stake by 11% in Q3 2019, buying an estimated $3.12M and bringing the position to 183,498 shares worth $33M. The position accounts for 1.03% of the portfolio, ranked #25.

Neuburgh Advisers first reported a position in ISRG in Q4 2016 and has held it in 12 quarters since. 919 funds tracked by Wall St. Rank hold ISRG as of Q3 2019.

  • Neuburgh Advisers held 183,498 shares of Intuitive Surgical worth $33M as of Q3 2019.
  • Neuburgh Advisers bought 18,054 Intuitive Surgical shares in Q3 2019, an estimated $3.12M.
  • Intuitive Surgical made up 1.03% of Neuburgh Advisers's portfolio in Q3 2019, its #25 holding.
  • Neuburgh Advisers first reported a position in Intuitive Surgical in Q4 2016 and has held it in 12 quarters since.
  • 919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.