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Oakmont Corp’s Intuitive Surgical ISRG Stock Holding History

Oakmont Corp’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
-83,970
Closed -$15.1M – 22
2019
Q3 		$15.1M Hold
83,970
– – 2.33% 13
2019
Q2 		$14.7M Sell
83,970
-127,167
-60% -$21.8M 2.23% 13
2019
Q1 		$40.2M Buy
211,137
+87
+0% +$15.5K 5.65% 9
2018
Q4 		$33.7M Sell
211,050
-4,770
-2% -$808K 5.3% 9
2018
Q3 		$41.3M Hold
215,820
– – 5.37% 8
2018
Q2 		$34.4M Buy
+215,820
New +$32.9M 4.58% 10

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

Oakmont Corp's ISRG Position: Q4 2019 in Review

Oakmont Corp sold out of Intuitive Surgical (ISRG) in Q4 2019, closing a stake of 83,970 shares — an estimated $15.1M sold.

Oakmont Corp first reported a position in ISRG in Q2 2018 and held it in 6 quarters. The position peaked at $41.3M in Q3 2018. 1,022 funds tracked by Wall St. Rank hold ISRG as of Q4 2019.

  • Oakmont Corp reported no remaining Intuitive Surgical position as of Q4 2019 after selling out during the quarter.
  • Oakmont Corp sold 83,970 Intuitive Surgical shares in Q4 2019, an estimated $15.1M.
  • Oakmont Corp first reported a position in Intuitive Surgical in Q2 2018 and held it in 6 quarters.
  • Oakmont Corp's Intuitive Surgical position peaked at $41.3M in Q3 2018.
  • 1,022 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2019.

Based on Oakmont Corp's 13F filing for Q4 2019, filed 12 Feb 2020.