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ISRG icon

Icon Advisers’s Intuitive Surgical ISRG Stock Holding History

Icon Advisers’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
Q1 		– Sell
-10,800
Closed -$761K – 407
2016
Q4 		$761K Buy
+10,800
New +$794K 0.05% 309
2013
Q3 		– Sell
-71,325
Closed -$4.01M – 343
2013
Q2 		$4.01M Buy
+71,325
New +$3.93M 0.31% 83

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Icon Advisers's ISRG Position: Q1 2017 in Review

Icon Advisers sold out of Intuitive Surgical (ISRG) in Q1 2017, closing a stake of 10,800 shares — an estimated $761K sold.

Icon Advisers first reported a position in ISRG in Q2 2013 and held it in 2 quarters. The position peaked at $4.01M in Q2 2013. 613 funds tracked by Wall St. Rank hold ISRG as of Q1 2017.

  • Icon Advisers reported no remaining Intuitive Surgical position as of Q1 2017 after selling out during the quarter.
  • Icon Advisers sold 10,800 Intuitive Surgical shares in Q1 2017, an estimated $761K.
  • Icon Advisers first reported a position in Intuitive Surgical in Q2 2013 and held it in 2 quarters.
  • Icon Advisers's Intuitive Surgical position peaked at $4.01M in Q2 2013.
  • 613 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2017.

Based on Icon Advisers's 13F filing for Q1 2017, filed 4 May 2017.