Hutchens Investment Management’s Intuitive Surgical ISRG Stock Holding History

Hutchens 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
2017 Q4	$1.36M	Sell	11,208 -9,825	-47%	-$1.23M	1.29%	39
2017 Q3	$2.44M	Sell	21,033 -1,332	-6%	-$145K	2.22%	13
2017 Q2	$2.32M	Buy	22,365 +225	+1%	+$21.6K	2.01%	23
2017 Q1	$1.89M	Buy	+22,140	New	+$1.75M	1.68%	34
2016 Q3	–	Sell	-25,830	Closed	-$1.9M	–	65
2016 Q2	$1.9M	Sell	25,830 -5,040	-16%	-$355K	1.82%	28
2016 Q1	$2.06M	Buy	30,870 +1,125	+4%	+$69.7K	2.07%	22
2015 Q4	$1.8M	Buy	29,745 +2,745	+10%	+$154K	1.77%	31
2015 Q3	$1.38M	Buy	+27,000	New	+$1.53M	1.45%	36
2015 Q1	–	Sell	-108	Closed	-$6K	–	108
2014 Q4	$6K	Buy	+108	New	+$6.01K	0.01%	170

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.9T AUM 41.92% 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 $733B AUM 35.63% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hutchens Investment Management's ISRG Position: Q4 2017 in Review

Hutchens Investment Management reduced its Intuitive Surgical (ISRG) stake by 47% in Q4 2017, selling an estimated $1.23M and leaving 11,208 shares worth $1.36M. The position accounts for 1.29% of the portfolio, ranked #39.

Hutchens Investment Management first reported a position in ISRG in Q4 2014 and has held it in 9 quarters since. The position peaked at $2.44M in Q3 2017. 757 funds tracked by Wall St. Rank hold ISRG as of Q4 2017.

Hutchens Investment Management held 11,208 shares of Intuitive Surgical worth $1.36M as of Q4 2017.
Hutchens Investment Management sold 9,825 Intuitive Surgical shares in Q4 2017, an estimated $1.23M.
Intuitive Surgical made up 1.29% of Hutchens Investment Management's portfolio in Q4 2017, its #39 holding.
Hutchens Investment Management first reported a position in Intuitive Surgical in Q4 2014 and has held it in 9 quarters since.
Hutchens Investment Management's Intuitive Surgical position peaked at $2.44M in Q3 2017.
757 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2017.

Based on Hutchens Investment Management's 13F filing for Q4 2017, filed 10 Jan 2018.