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San Francisco Sentry Investment Group’s Intuitive Surgical ISRG Stock Holding History

San Francisco Sentry Investment 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
Q2 		$82K Sell
267
-3
-1% -$842 0.04% 303
2021
Q1 		$67K Buy
270
+39
+17% +$9.81K 0.03% 342
2020
Q4 		$63K Sell
231
-3
-1% -$745 0.03% 326
2020
Q3 		$55K Sell
234
-6
-3% -$1.35K 0.03% 322
2020
Q2 		$46K Sell
240
-444
-65% -$79.6K 0.02% 341
2020
Q1 		$113K Hold
684
– – 0.07% 203
2019
Q4 		$135K Buy
684
+18
+3% +$3.37K 0.06% 255
2019
Q3 		$120K Buy
666
+48
+8% +$8.3K 0.06% 265
2019
Q2 		$108K Sell
618
-18
-3% -$3.08K 0.05% 268
2019
Q1 		$121K Buy
636
+18
+3% +$3.2K 0.05% 280
2018
Q4 		$99K Sell
618
-39
-6% -$6.61K 0.05% 283
2018
Q3 		$126K Buy
657
+69
+12% +$12.3K 0.05% 277
2018
Q2 		$94K Buy
588
+72
+14% +$11K 0.04% 322
2018
Q1 		$71K Buy
516
+300
+139% +$41.9K 0.02% 408
2017
Q4 		$26K Hold
216
– – 0.01% 528
2017
Q3 		$25K Hold
216
– – 0.01% 519
2017
Q2 		$22K Buy
+216
New +$20.8K 0.01% 447

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

San Francisco Sentry Investment Group's ISRG Position: Q2 2021 in Review

San Francisco Sentry Investment Group reduced its Intuitive Surgical (ISRG) stake by 1.1% in Q2 2021, selling an estimated $842 and leaving 267 shares worth $82K. The position accounts for 0.04% of the portfolio, ranked #303.

San Francisco Sentry Investment Group first reported a position in ISRG in Q2 2017 and has held it in 17 quarters since. The position peaked at $135K in Q4 2019. 1,320 funds tracked by Wall St. Rank hold ISRG as of Q2 2021.

  • San Francisco Sentry Investment Group held 267 shares of Intuitive Surgical worth $82K as of Q2 2021.
  • San Francisco Sentry Investment Group sold 3 Intuitive Surgical shares in Q2 2021, an estimated $842.
  • Intuitive Surgical made up 0.04% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #303 holding.
  • San Francisco Sentry Investment Group first reported a position in Intuitive Surgical in Q2 2017 and has held it in 17 quarters since.
  • San Francisco Sentry Investment Group's Intuitive Surgical position peaked at $135K in Q4 2019.
  • 1,320 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.