Security National Trust’s Intuitive Surgical ISRG Stock Holding History

Security National Trust’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	-33	Closed	-$5K	–	446
2020 Q1	$5K	Hold	33	–	–	﹤0.01%	404
2019 Q4	$7K	Buy	+33	New	+$6.18K	﹤0.01%	395
2013 Q4	–	Sell	-36	Closed	-$2K	–	535
2013 Q3	$2K	Buy	+36	New	+$1.59K	﹤0.01%	487

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Security National Trust's ISRG Position: Q2 2020 in Review

Security National Trust sold out of Intuitive Surgical (ISRG) in Q2 2020, closing a stake of 33 shares — an estimated $5K sold.

Security National Trust first reported a position in ISRG in Q3 2013 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 1,049 funds tracked by Wall St. Rank hold ISRG as of Q2 2020.

Security National Trust reported no remaining Intuitive Surgical position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 33 Intuitive Surgical shares in Q2 2020, an estimated $5K.
Security National Trust first reported a position in Intuitive Surgical in Q3 2013 and held it in 3 quarters.
Security National Trust's Intuitive Surgical position peaked at $7K in Q4 2019.
1,049 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.