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Caldwell & Orkin’s Intuitive Surgical ISRG Stock Holding History

Caldwell & Orkin’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
Q3 		$267K Buy
+2,295
New +$250K 0.27% 55

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caldwell & Orkin's ISRG Position: Q3 2017 in Review

Caldwell & Orkin opened a new position in Intuitive Surgical (ISRG) in Q3 2017: 2,295 shares worth $267K. The stake represents 0.27% of the portfolio and ranks #55 among its holdings.

648 funds tracked by Wall St. Rank hold ISRG as of Q3 2017.

  • Caldwell & Orkin held 2,295 shares of Intuitive Surgical worth $267K as of Q3 2017.
  • Intuitive Surgical was a new Caldwell & Orkin position in Q3 2017.
  • Intuitive Surgical made up 0.27% of Caldwell & Orkin's portfolio in Q3 2017, its #55 holding.
  • 648 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.