Roman Butler Fullerton & Co’s Intuitive Surgical ISRG Stock Holding History

Roman Butler Fullerton & Co’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
2022 Q1	–	Sell	-4,686	Closed	-$1.68M	–	206
2021 Q4	$1.68M	Sell	4,686 -7,173	-60%	-$2.47M	0.74%	41
2021 Q3	$1.31M	Buy	+11,859	New	+$3.98M	0.61%	49
2020 Q1	–	Sell	-4,317	Closed	-$851K	–	153
2019 Q4	$851K	Sell	4,317 -6	-0.1%	-$1.12K	0.56%	61
2019 Q3	$778K	Buy	4,323 +204	+5%	+$35.3K	0.54%	64
2019 Q2	$720K	Sell	4,119 -2,052	-33%	-$352K	0.48%	67
2019 Q1	$1.17M	Sell	6,171 -30	-0.5%	-$5.33K	0.82%	27
2018 Q4	$1.07M	Buy	+6,201	New	+$1.05M	0.91%	22

Other funds holding ISRG

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Roman Butler Fullerton & Co's ISRG Position: Q1 2022 in Review

Roman Butler Fullerton & Co sold out of Intuitive Surgical (ISRG) in Q1 2022, closing a stake of 4,686 shares — an estimated $1.68M sold.

Roman Butler Fullerton & Co first reported a position in ISRG in Q4 2018 and held it in 7 quarters. The position peaked at $1.68M in Q4 2021. 1,468 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

Roman Butler Fullerton & Co reported no remaining Intuitive Surgical position as of Q1 2022 after selling out during the quarter.
Roman Butler Fullerton & Co sold 4,686 Intuitive Surgical shares in Q1 2022, an estimated $1.68M.
Roman Butler Fullerton & Co first reported a position in Intuitive Surgical in Q4 2018 and held it in 7 quarters.
Roman Butler Fullerton & Co's Intuitive Surgical position peaked at $1.68M in Q4 2021.
1,468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2022, filed 5 May 2022.