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tru Independence’s Intuitive Surgical ISRG Stock Holding History

tru Independence’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
-9
Closed -$2 – 498
2020
Q4 		$2 Buy
+9
New +$2.23K ﹤0.01% 638
2020
Q3 		– Sell
-33
Closed -$6 – 597
2020
Q2 		$6 Hold
33
– – ﹤0.01% 679
2020
Q1 		$5 Hold
33
– – ﹤0.01% 529
2019
Q4 		$5K Buy
+33
New +$6.18K ﹤0.01% 676

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 $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

tru Independence's ISRG Position: Q1 2021 in Review

tru Independence sold out of Intuitive Surgical (ISRG) in Q1 2021, closing a stake of 9 shares — an estimated $2 sold.

tru Independence first reported a position in ISRG in Q4 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 1,258 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

  • tru Independence reported no remaining Intuitive Surgical position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 9 Intuitive Surgical shares in Q1 2021, an estimated $2.
  • tru Independence first reported a position in Intuitive Surgical in Q4 2019 and held it in 4 quarters.
  • tru Independence's Intuitive Surgical position peaked at $5K in Q4 2019.
  • 1,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.