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Tiedemann Advisors’s Intuitive Surgical ISRG Stock Holding History

Tiedemann Advisors’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
Q1 		– Sell
-3,462
Closed -$945K – 339
2020
Q4 		$945K Sell
3,462
-204
-6% -$50.7K 0.05% 157
2020
Q3 		$867K Sell
3,666
-213
-5% -$47.8K 0.04% 185
2020
Q2 		$738K Sell
3,879
-129
-3% -$23.1K 0.04% 186
2020
Q1 		$662K Sell
4,008
-2,466
-38% -$452K 0.04% 184
2019
Q4 		$1.27M Sell
6,474
-2,667
-29% -$499K 0.06% 147
2019
Q3 		$1.65M Buy
+9,141
New +$1.58M 0.08% 134
2017
Q3 		– Sell
-13,662
Closed -$1.42M – 401
2017
Q2 		$1.42M Buy
13,662
+8,280
+154% +$796K 0.1% 156
2017
Q1 		$458K Buy
+5,382
New +$425K 0.04% 289

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tiedemann Advisors's ISRG Position: Q1 2021 in Review

Tiedemann Advisors sold out of Intuitive Surgical (ISRG) in Q1 2021, closing a stake of 3,462 shares — an estimated $945K sold.

Tiedemann Advisors first reported a position in ISRG in Q1 2017 and held it in 8 quarters. The position peaked at $1.65M in Q3 2019. 1,260 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

  • Tiedemann Advisors reported no remaining Intuitive Surgical position as of Q1 2021 after selling out during the quarter.
  • Tiedemann Advisors sold 3,462 Intuitive Surgical shares in Q1 2021, an estimated $945K.
  • Tiedemann Advisors first reported a position in Intuitive Surgical in Q1 2017 and held it in 8 quarters.
  • Tiedemann Advisors's Intuitive Surgical position peaked at $1.65M in Q3 2019.
  • 1,260 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on Tiedemann Advisors's 13F filing for Q1 2021, filed 13 May 2021.