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Willingdon Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Willingdon Wealth 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
2020
Q1 		– Sell
-15
Closed -$3K – 342
2019
Q4 		$3K Hold
15
– – ﹤0.01% 308
2019
Q3 		$3K Buy
+15
New +$2.59K ﹤0.01% 312

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Willingdon Wealth Management's ISRG Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Intuitive Surgical (ISRG) in Q1 2020, closing a stake of 15 shares — an estimated $3K sold.

Willingdon Wealth Management first reported a position in ISRG in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 1,006 funds tracked by Wall St. Rank hold ISRG as of Q1 2020.

  • Willingdon Wealth Management reported no remaining Intuitive Surgical position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 15 Intuitive Surgical shares in Q1 2020, an estimated $3K.
  • Willingdon Wealth Management first reported a position in Intuitive Surgical in Q3 2019 and held it in 2 quarters.
  • Willingdon Wealth Management's Intuitive Surgical position peaked at $3K in Q4 2019.
  • 1,006 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.