Hirtle Callaghan & Co’s Intuitive Surgical ISRG Stock Holding History

Hirtle Callaghan & Co’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	–	Sell	-468	Closed	-$54K	–	194
2017 Q3	$54K	Hold	468	–	–	0.01%	102
2017 Q2	$48K	Sell	468 -108	-19%	-$10.4K	0.01%	68
2017 Q1	$50K	Sell	576 -1,575	-73%	-$124K	0.01%	74
2016 Q4	$151K	Sell	2,151 -396	-16%	-$29.1K	0.03%	31
2016 Q3	$205K	Hold	2,547	–	–	0.04%	88
2016 Q2	$187K	Sell	2,547 -900	-26%	-$63.3K	0.03%	84
2016 Q1	$229K	Sell	3,447 -297	-8%	-$18.4K	0.04%	84
2015 Q4	$226K	Sell	3,744 -171	-4%	-$9.6K	0.05%	46
2015 Q3	$200K	Hold	3,915	–	–	0.03%	77
2015 Q2	$211K	Buy	+3,915	New	+$219K	0.07%	72
2014 Q1	–	Sell	-5,445	Closed	-$232K	–	657
2013 Q4	$232K	Hold	5,445	–	–	0.03%	213
2013 Q3	$228K	Buy	+5,445	New	+$240K	0.04%	207

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hirtle Callaghan & Co's ISRG Position: Q4 2017 in Review

Hirtle Callaghan & Co sold out of Intuitive Surgical (ISRG) in Q4 2017, closing a stake of 468 shares — an estimated $54K sold.

Hirtle Callaghan & Co first reported a position in ISRG in Q3 2013 and held it in 12 quarters. The position peaked at $232K in Q4 2013. 757 funds tracked by Wall St. Rank hold ISRG as of Q4 2017.

Hirtle Callaghan & Co reported no remaining Intuitive Surgical position as of Q4 2017 after selling out during the quarter.
Hirtle Callaghan & Co sold 468 Intuitive Surgical shares in Q4 2017, an estimated $54K.
Hirtle Callaghan & Co first reported a position in Intuitive Surgical in Q3 2013 and held it in 12 quarters.
Hirtle Callaghan & Co's Intuitive Surgical position peaked at $232K in Q4 2013.
757 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2017, filed 17 Jan 2018.