Kaizen Advisory’s Intuitive Surgical ISRG Stock Holding History

Kaizen Advisory’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 Q4	$146K	Buy	912 +75	+9%	+$12.7K	0.1%	181
2018 Q3	$160K	Hold	837	–	–	0.08%	175
2018 Q2	$133K	Buy	837 +510	+156%	+$77.8K	0.07%	196
2018 Q1	$45K	Hold	327	–	–	0.04%	213
2017 Q4	$40K	Buy	+327	New	+$40.9K	0.02%	217

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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kaizen Advisory's ISRG Position: Q4 2018 in Review

Kaizen Advisory increased its Intuitive Surgical (ISRG) stake by 9% in Q4 2018, buying an estimated $12.7K and bringing the position to 912 shares worth $146K. The position accounts for 0.1% of the portfolio, ranked #181.

Kaizen Advisory first reported a position in ISRG in Q4 2017 and has held it in 5 quarters since. The position peaked at $160K in Q3 2018. 938 funds tracked by Wall St. Rank hold ISRG as of Q4 2018.

Kaizen Advisory held 912 shares of Intuitive Surgical worth $146K as of Q4 2018.
Kaizen Advisory bought 75 Intuitive Surgical shares in Q4 2018, an estimated $12.7K.
Intuitive Surgical made up 0.1% of Kaizen Advisory's portfolio in Q4 2018, its #181 holding.
Kaizen Advisory first reported a position in Intuitive Surgical in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Intuitive Surgical position peaked at $160K in Q3 2018.
938 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.