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Royal Fund Management’s Intuitive Surgical ISRG Stock Holding History

Royal Fund 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
2020
Q2 		– Sell
-30
Closed -$4K – 344
2020
Q1 		$4K Hold
30
– – ﹤0.01% 439
2019
Q4 		$5K Hold
30
– – ﹤0.01% 480
2019
Q3 		$5K Hold
30
– – ﹤0.01% 445
2019
Q2 		$5K Hold
30
– – ﹤0.01% 432
2019
Q1 		$5K Hold
30
– – ﹤0.01% 425
2018
Q4 		$4K Hold
30
– – ﹤0.01% 431
2018
Q3 		$5K Sell
30
-12
-29% -$2.13K ﹤0.01% 384
2018
Q2 		$6K Buy
42
+12
+40% +$1.83K ﹤0.01% 395
2018
Q1 		$4K Sell
30
-72
-71% -$10K ﹤0.01% 414
2017
Q4 		$12K Buy
+102
New +$12.8K ﹤0.01% 356

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royal Fund Management's ISRG Position: Q2 2020 in Review

Royal Fund Management sold out of Intuitive Surgical (ISRG) in Q2 2020, closing a stake of 30 shares — an estimated $4K sold.

Royal Fund Management first reported a position in ISRG in Q4 2017 and held it in 10 quarters. The position peaked at $12K in Q4 2017. 1,048 funds tracked by Wall St. Rank hold ISRG as of Q2 2020.

  • Royal Fund Management reported no remaining Intuitive Surgical position as of Q2 2020 after selling out during the quarter.
  • Royal Fund Management sold 30 Intuitive Surgical shares in Q2 2020, an estimated $4K.
  • Royal Fund Management first reported a position in Intuitive Surgical in Q4 2017 and held it in 10 quarters.
  • Royal Fund Management's Intuitive Surgical position peaked at $12K in Q4 2017.
  • 1,048 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.