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Whitnell & Co’s Intuitive Surgical ISRG Stock Holding History

Whitnell & Co’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
2019
Q4 		$127K Hold
645
– – 0.04% 168
2019
Q3 		$116K Buy
+645
New +$112K 0.04% 168
2013
Q3 		– Sell
-333
Closed -$19K – 319
2013
Q2 		$19K Buy
+333
New +$18.3K 0.01% 230

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Whitnell & Co's ISRG Position: Q4 2019 in Review

Whitnell & Co held its Intuitive Surgical (ISRG) position steady in Q4 2019 at 645 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #168.

Whitnell & Co first reported a position in ISRG in Q2 2013 and has held it in 3 quarters since. 1,022 funds tracked by Wall St. Rank hold ISRG as of Q4 2019.

  • Whitnell & Co held 645 shares of Intuitive Surgical worth $127K as of Q4 2019.
  • Whitnell & Co left its Intuitive Surgical share count unchanged in Q4 2019.
  • Intuitive Surgical made up 0.04% of Whitnell & Co's portfolio in Q4 2019, its #168 holding.
  • Whitnell & Co first reported a position in Intuitive Surgical in Q2 2013 and has held it in 3 quarters since.
  • 1,022 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.