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Whitegate Investment Counselors’s Intuitive Surgical ISRG Stock Holding History

Whitegate Investment Counselors’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
Q3 		– Sell
-1,152
Closed -$219K – 202
2020
Q2 		$219K Buy
+1,152
New +$207K 0.04% 180
2020
Q1 		– Sell
-1,152
Closed -$227K – 190
2019
Q4 		$227K Hold
1,152
– – 0.04% 186
2019
Q3 		$207K Buy
+1,152
New +$199K 0.04% 189

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

Whitegate Investment Counselors's ISRG Position: Q3 2020 in Review

Whitegate Investment Counselors sold out of Intuitive Surgical (ISRG) in Q3 2020, closing a stake of 1,152 shares — an estimated $219K sold.

Whitegate Investment Counselors first reported a position in ISRG in Q3 2019 and held it in 3 quarters. The position peaked at $227K in Q4 2019. 1,152 funds tracked by Wall St. Rank hold ISRG as of Q3 2020.

  • Whitegate Investment Counselors reported no remaining Intuitive Surgical position as of Q3 2020 after selling out during the quarter.
  • Whitegate Investment Counselors sold 1,152 Intuitive Surgical shares in Q3 2020, an estimated $219K.
  • Whitegate Investment Counselors first reported a position in Intuitive Surgical in Q3 2019 and held it in 3 quarters.
  • Whitegate Investment Counselors's Intuitive Surgical position peaked at $227K in Q4 2019.
  • 1,152 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2020.

Based on Whitegate Investment Counselors's 13F filing for Q3 2020, filed 9 Oct 2020.