AHL Partners’s Intuitive Surgical ISRG Stock Holding History

AHL Partners’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
2017 Q4	$6.89M	Sell	56,625 -11,433	-17%	-$1.43M	0.11%	364
2017 Q3	$7.91M	Sell	68,058 -54,729	-45%	-$5.96M	0.14%	250
2017 Q2	$12.8M	Buy	122,787 +86,400	+237%	+$8.3M	0.27%	52
2017 Q1	$3.1M	Buy	36,387 +19,071	+110%	+$1.51M	0.07%	505
2016 Q4	$1.22M	Sell	17,316 -1,377	-7%	-$101K	0.04%	624
2016 Q3	$1.51M	Sell	18,693 -2,106	-10%	-$161K	0.06%	471
2016 Q2	$1.53M	Buy	20,799 +11,115	+115%	+$782K	0.08%	303
2016 Q1	$646K	Buy	9,684 +2,691	+38%	+$167K	0.04%	510
2015 Q4	$424K	Sell	6,993 -1,125	-14%	-$63.2K	0.03%	511
2015 Q3	$415K	Sell	8,118 -88,902	-92%	-$5.04M	0.07%	443
2015 Q2	$5.22M	Buy	97,020 +31,338	+48%	+$1.75M	0.21%	158
2015 Q1	$3.69M	Buy	65,682 +8,064	+14%	+$456K	0.15%	296
2014 Q4	$3.39M	Sell	57,618 -40,788	-41%	-$2.27M	0.17%	209
2014 Q3	$5.05M	Buy	+98,406	New	+$4.89M	0.39%	56

Other funds holding ISRG

T. Rowe Price Associates

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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return