AP
ISRG icon

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 $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AHL Partners's ISRG Position: Q4 2017 in Review

AHL Partners reduced its Intuitive Surgical (ISRG) stake by 17% in Q4 2017, selling an estimated $1.43M and leaving 56,625 shares worth $6.89M. The position accounts for 0.11% of the portfolio, ranked #364.

AHL Partners first reported a position in ISRG in Q3 2014 and has held it in 14 quarters since. The position peaked at $12.8M in Q2 2017. 757 funds tracked by Wall St. Rank hold ISRG as of Q4 2017.

  • AHL Partners held 56,625 shares of Intuitive Surgical worth $6.89M as of Q4 2017.
  • AHL Partners sold 11,433 Intuitive Surgical shares in Q4 2017, an estimated $1.43M.
  • Intuitive Surgical made up 0.11% of AHL Partners's portfolio in Q4 2017, its #364 holding.
  • AHL Partners first reported a position in Intuitive Surgical in Q3 2014 and has held it in 14 quarters since.
  • AHL Partners's Intuitive Surgical position peaked at $12.8M in Q2 2017.
  • 757 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.