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Osborn Williams & Donohoe’s Intuitive Surgical ISRG Stock Holding History

Osborn Williams & Donohoe’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 		$211K Hold
1,278
– – 0.03% 253
2019
Q4 		$252K Hold
1,278
– – 0.03% 282
2019
Q3 		$230K Buy
+1,278
New +$221K 0.02% 293
2019
Q2 		– Sell
-978
Closed -$191K – 485
2019
Q1 		$191K Buy
+978
New +$174K 0.02% 338

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Osborn Williams & Donohoe's ISRG Position: Q1 2020 in Review

Osborn Williams & Donohoe held its Intuitive Surgical (ISRG) position steady in Q1 2020 at 1,278 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #253.

Osborn Williams & Donohoe first reported a position in ISRG in Q1 2019 and has held it in 4 quarters since. The position peaked at $252K in Q4 2019. 1,006 funds tracked by Wall St. Rank hold ISRG as of Q1 2020.

  • Osborn Williams & Donohoe held 1,278 shares of Intuitive Surgical worth $211K as of Q1 2020.
  • Osborn Williams & Donohoe left its Intuitive Surgical share count unchanged in Q1 2020.
  • Intuitive Surgical made up 0.03% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #253 holding.
  • Osborn Williams & Donohoe first reported a position in Intuitive Surgical in Q1 2019 and has held it in 4 quarters since.
  • Osborn Williams & Donohoe's Intuitive Surgical position peaked at $252K in Q4 2019.
  • 1,006 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.