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Sullivan, Bruyette, Speros & Blaney’s Intuitive Surgical ISRG Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 		– Sell
-990
Closed -$188K – 364
2020
Q2 		$188K Buy
990
+9
+0.9% +$1.61K 0.01% 246
2020
Q1 		$162K Buy
981
+90
+10% +$16.5K 0.01% 234
2019
Q4 		$176K Sell
891
-9
-1% -$1.69K 0.01% 268
2019
Q3 		$162K Buy
+900
New +$156K 0.01% 270

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's ISRG Position: Q3 2020 in Review

Sullivan, Bruyette, Speros & Blaney sold out of Intuitive Surgical (ISRG) in Q3 2020, closing a stake of 990 shares — an estimated $188K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in ISRG in Q3 2019 and held it in 4 quarters. The position peaked at $188K in Q2 2020. 1,152 funds tracked by Wall St. Rank hold ISRG as of Q3 2020.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining Intuitive Surgical position as of Q3 2020 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 990 Intuitive Surgical shares in Q3 2020, an estimated $188K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Intuitive Surgical in Q3 2019 and held it in 4 quarters.
  • Sullivan, Bruyette, Speros & Blaney's Intuitive Surgical position peaked at $188K in Q2 2020.
  • 1,152 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2020.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q3 2020, filed 12 Nov 2020.