Pendal Group’s Intuitive Surgical ISRG Stock Holding History

Pendal Group’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
2021 Q1	–	Sell	-897	Closed	-$245K	–	571
2020 Q4	$245K	Buy	+897	New	+$223K	﹤0.01%	480
2018 Q4	–	Sell	-615	Closed	-$118K	–	450
2018 Q3	$118K	Buy	+615	New	+$109K	﹤0.01%	431

Other funds holding ISRG

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pendal Group's ISRG Position: Q1 2021 in Review

Pendal Group sold out of Intuitive Surgical (ISRG) in Q1 2021, closing a stake of 897 shares — an estimated $245K sold.

Pendal Group first reported a position in ISRG in Q3 2018 and held it in 2 quarters. The position peaked at $245K in Q4 2020. 1,258 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

Pendal Group reported no remaining Intuitive Surgical position as of Q1 2021 after selling out during the quarter.
Pendal Group sold 897 Intuitive Surgical shares in Q1 2021, an estimated $245K.
Pendal Group first reported a position in Intuitive Surgical in Q3 2018 and held it in 2 quarters.
Pendal Group's Intuitive Surgical position peaked at $245K in Q4 2020.
1,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on Pendal Group's 13F filing for Q1 2021, filed 3 May 2021.