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Royal Harbor Partners’s Intuitive Surgical ISRG Stock Holding History

Royal Harbor Partners’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
-4,158
Closed -$1.13M – 78
2020
Q4 		$1.13M Buy
4,158
+579
+16% +$144K 0.95% 32
2020
Q3 		$846K Buy
+3,579
New +$804K 0.79% 36

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Harbor Partners's ISRG Position: Q1 2021 in Review

Royal Harbor Partners sold out of Intuitive Surgical (ISRG) in Q1 2021, closing a stake of 4,158 shares — an estimated $1.13M sold.

Royal Harbor Partners first reported a position in ISRG in Q3 2020 and held it in 2 quarters. The position peaked at $1.13M in Q4 2020. 1,258 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

  • Royal Harbor Partners reported no remaining Intuitive Surgical position as of Q1 2021 after selling out during the quarter.
  • Royal Harbor Partners sold 4,158 Intuitive Surgical shares in Q1 2021, an estimated $1.13M.
  • Royal Harbor Partners first reported a position in Intuitive Surgical in Q3 2020 and held it in 2 quarters.
  • Royal Harbor Partners's Intuitive Surgical position peaked at $1.13M in Q4 2020.
  • 1,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on Royal Harbor Partners's 13F filing for Q1 2021, filed 12 Apr 2021.