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Squar Milner Financial Services’s Intuitive Surgical ISRG Stock Holding History

Squar Milner Financial 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
2019
Q4 		– Sell
-1,602
Closed -$379K – 842
2019
Q3 		$379K Buy
+1,602
New +$277K 0.19% 130

Other funds holding ISRG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Squar Milner Financial Services's ISRG Position: Q4 2019 in Review

Squar Milner Financial Services sold out of Intuitive Surgical (ISRG) in Q4 2019, closing a stake of 1,602 shares — an estimated $379K sold.

Squar Milner Financial Services first reported a position in ISRG in Q3 2019 and held it in 1 quarter. The position peaked at $379K in Q3 2019. 1,022 funds tracked by Wall St. Rank hold ISRG as of Q4 2019.

  • Squar Milner Financial Services reported no remaining Intuitive Surgical position as of Q4 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,602 Intuitive Surgical shares in Q4 2019, an estimated $379K.
  • Squar Milner Financial Services first reported a position in Intuitive Surgical in Q3 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Intuitive Surgical position peaked at $379K in Q3 2019.
  • 1,022 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2019.

Based on Squar Milner Financial Services's 13F filing for Q4 2019, filed 21 Jan 2020.