VR
ISRG icon

Viridian RIA’s Intuitive Surgical ISRG Stock Holding History

Viridian RIA’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
-5,871
Closed -$1.39M – 69
2020
Q3 		$1.39M Buy
5,871
+36
+0.6% +$8.08K 0.46% 38
2020
Q2 		$1.11M Buy
5,835
+498
+9% +$89.3K 0.4% 38
2020
Q1 		$881K Sell
5,337
-195
-4% -$35.7K 0.4% 38
2019
Q4 		$1.09M Buy
5,532
+459
+9% +$85.9K 0.39% 40
2019
Q3 		$913K Sell
5,073
-135
-3% -$23.4K 0.38% 41
2019
Q2 		$874K Buy
+5,208
New +$892K 0.35% 44

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

Viridian RIA's ISRG Position: Q4 2020 in Review

Viridian RIA sold out of Intuitive Surgical (ISRG) in Q4 2020, closing a stake of 5,871 shares — an estimated $1.39M sold.

Viridian RIA first reported a position in ISRG in Q2 2019 and held it in 6 quarters. The position peaked at $1.39M in Q3 2020. 1,253 funds tracked by Wall St. Rank hold ISRG as of Q4 2020.

  • Viridian RIA reported no remaining Intuitive Surgical position as of Q4 2020 after selling out during the quarter.
  • Viridian RIA sold 5,871 Intuitive Surgical shares in Q4 2020, an estimated $1.39M.
  • Viridian RIA first reported a position in Intuitive Surgical in Q2 2019 and held it in 6 quarters.
  • Viridian RIA's Intuitive Surgical position peaked at $1.39M in Q3 2020.
  • 1,253 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2020.

Based on Viridian RIA's 13F filing for Q4 2020, filed 9 Feb 2021.