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Pacific View Asset Management’s Intuitive Surgical ISRG Stock Holding History

Pacific View Asset Management’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
2018
Q4 		– Sell
-5,556
Closed -$1.06M – 67
2018
Q3 		$1.06M Sell
5,556
-750
-12% -$133K 0.85% 25
2018
Q2 		$1.01M Buy
6,306
+45
+0.7% +$6.86K 0.8% 28
2018
Q1 		$862K Sell
6,261
-792
-11% -$111K 0.65% 34
2017
Q4 		$858K Buy
+7,053
New +$883K 0.57% 43

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

Pacific View Asset Management's ISRG Position: Q4 2018 in Review

Pacific View Asset Management sold out of Intuitive Surgical (ISRG) in Q4 2018, closing a stake of 5,556 shares — an estimated $1.06M sold.

Pacific View Asset Management first reported a position in ISRG in Q4 2017 and held it in 4 quarters. The position peaked at $1.06M in Q3 2018. 938 funds tracked by Wall St. Rank hold ISRG as of Q4 2018.

  • Pacific View Asset Management reported no remaining Intuitive Surgical position as of Q4 2018 after selling out during the quarter.
  • Pacific View Asset Management sold 5,556 Intuitive Surgical shares in Q4 2018, an estimated $1.06M.
  • Pacific View Asset Management first reported a position in Intuitive Surgical in Q4 2017 and held it in 4 quarters.
  • Pacific View Asset Management's Intuitive Surgical position peaked at $1.06M in Q3 2018.
  • 938 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2018.

Based on Pacific View Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.