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AJO LP’s Intuitive Surgical ISRG Stock Holding History

AJO LP’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
2018
Q2 		– Sell
-26,556
Closed -$3.65M – 676
2018
Q1 		$3.65M Buy
+26,556
New +$3.71M 0.02% 383
2015
Q4 		– Sell
-462,384
Closed -$23.6M – 534
2015
Q3 		$23.6M Buy
462,384
+129,654
+39% +$7.34M 0.11% 160
2015
Q2 		$17.9M Buy
+332,730
New +$18.6M 0.08% 177
2014
Q1 		– Sell
-162,900
Closed -$6.95M – 426
2013
Q4 		$6.95M Buy
+162,900
New +$6.85M 0.03% 246

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AJO LP's ISRG Position: Q2 2018 in Review

AJO LP sold out of Intuitive Surgical (ISRG) in Q2 2018, closing a stake of 26,556 shares — an estimated $3.65M sold.

AJO LP first reported a position in ISRG in Q4 2013 and held it in 4 quarters. The position peaked at $23.6M in Q3 2015. 857 funds tracked by Wall St. Rank hold ISRG as of Q2 2018.

  • AJO LP reported no remaining Intuitive Surgical position as of Q2 2018 after selling out during the quarter.
  • AJO LP sold 26,556 Intuitive Surgical shares in Q2 2018, an estimated $3.65M.
  • AJO LP first reported a position in Intuitive Surgical in Q4 2013 and held it in 4 quarters.
  • AJO LP's Intuitive Surgical position peaked at $23.6M in Q3 2015.
  • 857 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2018.

Based on AJO LP's 13F filing for Q2 2018, filed 13 Aug 2018.