Visionary Asset Management’s Intuitive Surgical ISRG Stock Holding History

Visionary Asset Management’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
2018 Q4	$300K	Sell	1,881 -21	-1%	-$3.56K	0.12%	54
2018 Q3	$364K	Sell	1,902 -78	-4%	-$13.9K	0.12%	169
2018 Q2	$316K	Buy	1,980 +75	+4%	+$11.4K	0.11%	162
2018 Q1	$256K	Sell	1,905 -1,518	-44%	-$212K	0.08%	202
2017 Q4	$416K	Buy	+3,423	New	+$428K	0.12%	106
2014 Q3	–	Sell	-27	Closed	-$1K	–	228
2014 Q2	$1K	Buy	+27	New	+$1.19K	﹤0.01%	401

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Visionary Asset Management's ISRG Position: Q4 2018 in Review

Visionary Asset Management reduced its Intuitive Surgical (ISRG) stake by 1.1% in Q4 2018, selling an estimated $3.56K and leaving 1,881 shares worth $300K. The position accounts for 0.12% of the portfolio, ranked #54.

Visionary Asset Management first reported a position in ISRG in Q2 2014 and has held it in 6 quarters since. The position peaked at $416K in Q4 2017. 938 funds tracked by Wall St. Rank hold ISRG as of Q4 2018.

Visionary Asset Management held 1,881 shares of Intuitive Surgical worth $300K as of Q4 2018.
Visionary Asset Management sold 21 Intuitive Surgical shares in Q4 2018, an estimated $3.56K.
Intuitive Surgical made up 0.12% of Visionary Asset Management's portfolio in Q4 2018, its #54 holding.
Visionary Asset Management first reported a position in Intuitive Surgical in Q2 2014 and has held it in 6 quarters since.
Visionary Asset Management's Intuitive Surgical position peaked at $416K in Q4 2017.
938 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.