Partnervest Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Partnervest Advisory Services’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 Q3	$251K	Sell	1,062 -93	-8%	-$20.9K	0.08%	196
2020 Q2	$219K	Buy	+1,155	New	+$207K	0.08%	195
2020 Q1	–	Sell	-1,212	Closed	-$239K	–	228
2019 Q4	$239K	Hold	1,212	–	–	0.09%	185
2019 Q3	$218K	Buy	1,212 +6	+0.5%	+$1.04K	0.08%	205
2019 Q2	$211K	Buy	1,206 +39	+3%	+$6.68K	0.08%	200
2019 Q1	$222K	Buy	+1,167	New	+$207K	0.09%	196
2014 Q3	–	Sell	-9	Closed	–	–	469
2014 Q2	$0	Sell	9 -225	-96%	-$9.93K	﹤0.01%	1066
2014 Q1	$11K	Sell	234 -162	-41%	-$7.63K	﹤0.01%	634
2013 Q4	$17K	Hold	396	–	–	0.01%	507
2013 Q3	$17K	Hold	396	–	–	0.01%	506
2013 Q2	$22K	Buy	+396	New	+$21.8K	0.01%	397

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Partnervest Advisory Services's ISRG Position: Q3 2020 in Review

Partnervest Advisory Services reduced its Intuitive Surgical (ISRG) stake by 8.1% in Q3 2020, selling an estimated $20.9K and leaving 1,062 shares worth $251K. The position accounts for 0.08% of the portfolio, ranked #196.

Partnervest Advisory Services first reported a position in ISRG in Q2 2013 and has held it in 11 quarters since. 1,153 funds tracked by Wall St. Rank hold ISRG as of Q3 2020.

Partnervest Advisory Services held 1,062 shares of Intuitive Surgical worth $251K as of Q3 2020.
Partnervest Advisory Services sold 93 Intuitive Surgical shares in Q3 2020, an estimated $20.9K.
Intuitive Surgical made up 0.08% of Partnervest Advisory Services's portfolio in Q3 2020, its #196 holding.
Partnervest Advisory Services first reported a position in Intuitive Surgical in Q2 2013 and has held it in 11 quarters since.
1,153 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.