HJMC
ISRG icon

Hellman Jordan Management Company’s Intuitive Surgical ISRG Stock Holding History

Hellman Jordan Management Company’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
2016
Q2 		– Sell
-14,220
Closed -$949K – 40
2016
Q1 		$949K Buy
+14,220
New +$881K 2.42% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Hellman Jordan Management Company's ISRG Position: Q2 2016 in Review

Hellman Jordan Management Company sold out of Intuitive Surgical (ISRG) in Q2 2016, closing a stake of 14,220 shares — an estimated $949K sold.

Hellman Jordan Management Company first reported a position in ISRG in Q1 2016 and held it in 1 quarter. The position peaked at $949K in Q1 2016. 578 funds tracked by Wall St. Rank hold ISRG as of Q2 2016.

  • Hellman Jordan Management Company reported no remaining Intuitive Surgical position as of Q2 2016 after selling out during the quarter.
  • Hellman Jordan Management Company sold 14,220 Intuitive Surgical shares in Q2 2016, an estimated $949K.
  • Hellman Jordan Management Company first reported a position in Intuitive Surgical in Q1 2016 and held it in 1 quarter.
  • Hellman Jordan Management Company's Intuitive Surgical position peaked at $949K in Q1 2016.
  • 578 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2016.

Based on Hellman Jordan Management Company's 13F filing for Q2 2016, filed 8 Aug 2016.