Williams Jones & Associates’s Intuitive Surgical ISRG Stock Holding History

Williams Jones & Associates’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 Q2	$997K	Buy	5,703 +177	+3%	+$30.3K	0.02%	203
2019 Q1	$1.05M	Hold	5,526	–	–	0.02%	197
2018 Q4	$882K	Hold	5,526	–	–	0.02%	199
2018 Q3	$1.06M	Hold	5,526	–	–	0.02%	226
2018 Q2	$881K	Hold	5,526	–	–	0.02%	237
2018 Q1	$760K	Hold	5,526	–	–	0.02%	249
2017 Q4	$672K	Buy	5,526 +126	+2%	+$15.8K	0.02%	266
2017 Q3	$628K	Hold	5,400	–	–	0.02%	267
2017 Q2	$561K	Hold	5,400	–	–	0.01%	270
2017 Q1	$460K	Hold	5,400	–	–	0.01%	283
2016 Q4	$381K	Hold	5,400	–	–	0.01%	298
2016 Q3	$435K	Hold	5,400	–	–	0.01%	284
2016 Q2	$397K	Buy	+5,400	New	+$380K	0.01%	286

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Williams Jones & Associates's ISRG Position: Q2 2019 in Review

Williams Jones & Associates increased its Intuitive Surgical (ISRG) stake by 3.2% in Q2 2019, buying an estimated $30.3K and bringing the position to 5,703 shares worth $997K. The position accounts for 0.02% of the portfolio, ranked #203.

Williams Jones & Associates first reported a position in ISRG in Q2 2016 and has held it in 13 quarters since. The position peaked at $1.06M in Q3 2018. 915 funds tracked by Wall St. Rank hold ISRG as of Q2 2019.

Williams Jones & Associates held 5,703 shares of Intuitive Surgical worth $997K as of Q2 2019.
Williams Jones & Associates bought 177 Intuitive Surgical shares in Q2 2019, an estimated $30.3K.
Intuitive Surgical made up 0.02% of Williams Jones & Associates's portfolio in Q2 2019, its #203 holding.
Williams Jones & Associates first reported a position in Intuitive Surgical in Q2 2016 and has held it in 13 quarters since.
Williams Jones & Associates's Intuitive Surgical position peaked at $1.06M in Q3 2018.
915 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2019.

Based on Williams Jones & Associates's 13F filing for Q2 2019, filed 14 Aug 2019.