Shine Investment Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Shine Investment Advisory Services’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 Q3	$121K	Hold	510	–	–	0.04%	172
2020 Q2	$97K	Sell	510 -150	-23%	-$26.9K	0.04%	201
2020 Q1	$109K	Buy	660 +150	+29%	+$27.5K	0.05%	169
2019 Q4	$100K	Sell	510 -165	-24%	-$30.9K	0.04%	211
2019 Q3	$121K	Hold	675	–	–	0.06%	155
2019 Q2	$118K	Buy	675 +135	+25%	+$23.1K	0.05%	154
2019 Q1	$103K	Buy	540 +69	+15%	+$12.3K	0.05%	183
2018 Q4	$75K	Buy	+471	New	+$79.8K	0.04%	210

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Shine Investment Advisory Services's ISRG Position: Q3 2020 in Review

Shine Investment Advisory Services held its Intuitive Surgical (ISRG) position steady in Q3 2020 at 510 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #172.

Shine Investment Advisory Services first reported a position in ISRG in Q4 2018 and has held it in 8 quarters since. 1,153 funds tracked by Wall St. Rank hold ISRG as of Q3 2020.

Shine Investment Advisory Services held 510 shares of Intuitive Surgical worth $121K as of Q3 2020.
Shine Investment Advisory Services left its Intuitive Surgical share count unchanged in Q3 2020.
Intuitive Surgical made up 0.04% of Shine Investment Advisory Services's portfolio in Q3 2020, its #172 holding.
Shine Investment Advisory Services first reported a position in Intuitive Surgical in Q4 2018 and has held it in 8 quarters since.
1,153 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.