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Sun Life Financial’s Intuitive Surgical ISRG Stock Holding History

Sun Life Financial’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 		– Sell
-210
Closed -$52K – 287
2021
Q1 		$52K Hold
210
– – ﹤0.01% 175
2020
Q4 		$57K Hold
210
– – 0.01% 160
2020
Q3 		$50K Buy
210
+3
+1% +$674 0.01% 160
2020
Q2 		$39K Buy
207
+9
+5% +$1.61K 0.01% 160
2020
Q1 		$33K Sell
198
-6
-3% -$1.1K 0.01% 154
2019
Q4 		$40K Sell
204
-75
-27% -$14K 0.01% 157
2019
Q3 		$50K Hold
279
– – 0.01% 287
2019
Q2 		$49K Sell
279
-306
-52% -$52.4K 0.01% 290
2019
Q1 		$111K Sell
585
-354
-38% -$62.9K 0.02% 261
2018
Q4 		$150K Buy
939
+3
+0.3% +$508 0.03% 234
2018
Q3 		$179K Buy
936
+15
+2% +$2.66K 0.03% 247
2018
Q2 		$147K Buy
921
+345
+60% +$52.6K 0.02% 270
2018
Q1 		$2.65K Sell
576
-159
-22% -$22.2K 0.02% 186
2017
Q4 		$89K Sell
735
-1,731
-70% -$217K 0.01% 204
2017
Q3 		$287K Buy
2,466
+45
+2% +$4.9K 0.03% 186
2017
Q2 		$252K Buy
2,421
+2,286
+1,693% +$220K 0.03% 196
2017
Q1 		$20 Buy
+135
New +$10.7K ﹤0.01% 546

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sun Life Financial's ISRG Position: Q2 2021 in Review

Sun Life Financial sold out of Intuitive Surgical (ISRG) in Q2 2021, closing a stake of 210 shares — an estimated $52K sold.

Sun Life Financial first reported a position in ISRG in Q1 2017 and held it in 17 quarters. The position peaked at $287K in Q3 2017. 1,320 funds tracked by Wall St. Rank hold ISRG as of Q2 2021.

  • Sun Life Financial reported no remaining Intuitive Surgical position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 210 Intuitive Surgical shares in Q2 2021, an estimated $52K.
  • Sun Life Financial first reported a position in Intuitive Surgical in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Intuitive Surgical position peaked at $287K in Q3 2017.
  • 1,320 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.