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Winslow Evans & Crocker’s Intuitive Surgical ISRG Stock Holding History

Winslow Evans & Crocker’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
Q4 		$110K Buy
405
+12
+3% +$2.98K 0.02% 420
2020
Q3 		$93K Sell
393
-180
-31% -$40.4K 0.02% 369
2020
Q2 		$109K Buy
573
+207
+57% +$37.1K 0.03% 345
2020
Q1 		$60K Hold
366
– – 0.02% 406
2019
Q4 		$72K Buy
366
+18
+5% +$3.37K 0.02% 442
2019
Q3 		$64K Sell
348
-36
-9% -$6.23K 0.02% 461
2019
Q2 		$70K Sell
384
-678
-64% -$116K 0.02% 455
2019
Q1 		$204K Buy
1,062
+336
+46% +$59.7K 0.06% 284
2018
Q4 		$116K Buy
726
+30
+4% +$5.08K 0.04% 334
2018
Q3 		$134K Buy
696
+36
+5% +$6.39K 0.04% 322
2018
Q2 		$106K Hold
660
– – 0.03% 359
2018
Q1 		$90.4K Buy
660
+78
+13% +$10.9K 0.03% 370
2017
Q4 		$70.8K Buy
582
+96
+20% +$12K 0.02% 425
2017
Q3 		$55.4K Buy
486
+9
+2% +$981 0.02% 456
2017
Q2 		$49.6K Sell
477
-9
-2% -$865 0.01% 559
2017
Q1 		$40.6K Hold
486
– – 0.01% 578
2016
Q4 		$33.6K Hold
486
– – 0.01% 625
2016
Q3 		$38.4K Hold
486
– – 0.01% 598
2016
Q2 		$35.1K Sell
486
-81
-14% -$5.7K 0.01% 596
2016
Q1 		$37.9K Sell
567
-9
-2% -$558 0.01% 562
2015
Q4 		$34.4K Hold
576
– – 0.01% 612
2015
Q3 		$29K Hold
576
– – 0.01% 626
2015
Q2 		$30.5K Hold
576
– – 0.01% 665
2015
Q1 		$31.8K Hold
576
– – 0.01% 636
2014
Q4 		$33.3K Sell
576
-72
-11% -$4.01K 0.01% 621
2014
Q3 		$32.8K Buy
648
+9
+1% +$447 0.01% 647
2014
Q2 		$29.2K Buy
639
+369
+137% +$16.3K 0.01% 594
2014
Q1 		$13.1K Hold
270
– – ﹤0.01% 778
2013
Q4 		$12K Buy
+270
New +$11.4K ﹤0.01% 848

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

Winslow Evans & Crocker's ISRG Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Intuitive Surgical (ISRG) stake by 3.1% in Q4 2020, buying an estimated $2.98K and bringing the position to 405 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #420.

Winslow Evans & Crocker first reported a position in ISRG in Q4 2013 and has held it in 29 quarters since. The position peaked at $204K in Q1 2019. 1,252 funds tracked by Wall St. Rank hold ISRG as of Q4 2020.

  • Winslow Evans & Crocker held 405 shares of Intuitive Surgical worth $110K as of Q4 2020.
  • Winslow Evans & Crocker bought 12 Intuitive Surgical shares in Q4 2020, an estimated $2.98K.
  • Intuitive Surgical made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #420 holding.
  • Winslow Evans & Crocker first reported a position in Intuitive Surgical in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Intuitive Surgical position peaked at $204K in Q1 2019.
  • 1,252 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.