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ExxonMobil Investment Management’s Intuitive Surgical ISRG Stock Holding History

ExxonMobil Investment Management’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
Q1 		$7.1M Sell
51,576
-1,872
-4% -$261K 0.2% 119
2017
Q4 		$6.5M Sell
53,448
-7,833
-13% -$980K 0.18% 137
2017
Q3 		$7.12M Sell
61,281
-2,376
-4% -$259K 0.18% 135
2017
Q2 		$6.62M Sell
63,657
-9,738
-13% -$936K 0.17% 151
2017
Q1 		$6.25M Sell
73,395
-7,326
-9% -$579K 0.14% 175
2016
Q4 		$5.69M Sell
80,721
-7,740
-9% -$569K 0.13% 193
2016
Q3 		$7.12M Sell
88,461
-207
-0.2% -$15.8K 0.15% 165
2016
Q2 		$6.52M Buy
88,668
+6,759
+8% +$476K 0.14% 178
2016
Q1 		$5.47M Buy
81,909
+6,534
+9% +$405K 0.12% 202
2015
Q4 		$4.57M Sell
75,375
-1,107
-1% -$62.2K 0.11% 215
2015
Q3 		$3.91M Buy
76,482
+2,844
+4% +$161K 0.1% 239
2015
Q2 		$3.96M Sell
73,638
-5,580
-7% -$312K 0.1% 244
2015
Q1 		$4.45M Buy
79,218
+2,295
+3% +$130K 0.1% 248
2014
Q4 		$4.52M Sell
76,923
-2,367
-3% -$132K 0.1% 238
2014
Q3 		$4.07M Sell
79,290
-8,649
-10% -$429K 0.09% 249
2014
Q2 		$4.02M Sell
87,939
-2,034
-2% -$89.7K 0.09% 265
2014
Q1 		$4.38M Buy
89,973
+801
+0.9% +$37.7K 0.1% 242
2013
Q4 		$3.81M Sell
89,172
-5,841
-6% -$246K 0.09% 277
2013
Q3 		$3.97M Sell
95,013
-5,427
-5% -$240K 0.1% 246
2013
Q2 		$5.65M Buy
+100,440
New +$5.53M 0.14% 169

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

ExxonMobil Investment Management's ISRG Position: Q1 2018 in Review

ExxonMobil Investment Management reduced its Intuitive Surgical (ISRG) stake by 3.5% in Q1 2018, selling an estimated $261K and leaving 51,576 shares worth $7.1M. The position accounts for 0.2% of the portfolio, ranked #119.

ExxonMobil Investment Management first reported a position in ISRG in Q2 2013 and has held it in 20 quarters since. The position peaked at $7.12M in Q3 2016. 791 funds tracked by Wall St. Rank hold ISRG as of Q1 2018.

  • ExxonMobil Investment Management held 51,576 shares of Intuitive Surgical worth $7.1M as of Q1 2018.
  • ExxonMobil Investment Management sold 1,872 Intuitive Surgical shares in Q1 2018, an estimated $261K.
  • Intuitive Surgical made up 0.2% of ExxonMobil Investment Management's portfolio in Q1 2018, its #119 holding.
  • ExxonMobil Investment Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 20 quarters since.
  • ExxonMobil Investment Management's Intuitive Surgical position peaked at $7.12M in Q3 2016.
  • 791 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2018.

Based on ExxonMobil Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.