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Telemus Capital’s Intuitive Surgical ISRG Stock Holding History

Telemus Capital’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
Q4 		– Sell
-3,090
Closed -$775K – 406
2020
Q3 		$775K Buy
+3,090
New +$694K 0.06% 231
2020
Q2 		– Sell
-4,590
Closed -$887K – 397
2020
Q1 		$887K Buy
4,590
+90
+2% +$16.5K 0.07% 184
2019
Q4 		$887K Hold
4,500
– – 0.07% 192
2019
Q3 		$810K Hold
4,500
– – 0.07% 194
2019
Q2 		$737K Sell
4,500
-450
-9% -$77.1K 0.07% 195
2019
Q1 		$941K Buy
+4,950
New +$880K 0.07% 203
2017
Q3 		– Sell
-2,430
Closed -$253K – 338
2017
Q2 		$253K Hold
2,430
– – 0.03% 312
2017
Q1 		$207K Buy
+2,430
New +$192K 0.02% 320

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Telemus Capital's ISRG Position: Q4 2020 in Review

Telemus Capital sold out of Intuitive Surgical (ISRG) in Q4 2020, closing a stake of 3,090 shares — an estimated $775K sold.

Telemus Capital first reported a position in ISRG in Q1 2017 and held it in 8 quarters. The position peaked at $941K in Q1 2019. 1,253 funds tracked by Wall St. Rank hold ISRG as of Q4 2020.

  • Telemus Capital reported no remaining Intuitive Surgical position as of Q4 2020 after selling out during the quarter.
  • Telemus Capital sold 3,090 Intuitive Surgical shares in Q4 2020, an estimated $775K.
  • Telemus Capital first reported a position in Intuitive Surgical in Q1 2017 and held it in 8 quarters.
  • Telemus Capital's Intuitive Surgical position peaked at $941K in Q1 2019.
  • 1,253 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2020.

Based on Telemus Capital's 13F filing for Q4 2020, filed 28 Jan 2021.