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Kernodle & Katon Asset Management Group’s Intuitive Surgical ISRG Stock Holding History

Kernodle & Katon Asset Management Group’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
-117
Closed -$8K – 352
2016
Q4 		$8K Buy
117
+18
+18% +$1.32K ﹤0.01% 234
2016
Q3 		$8K Buy
99
+27
+38% +$2.07K 0.01% 266
2016
Q2 		$5K Hold
72
– – ﹤0.01% 258
2016
Q1 		$5K Buy
+72
New +$4.46K ﹤0.01% 255

Other funds holding ISRG

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BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Kernodle & Katon Asset Management Group's ISRG Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group sold out of Intuitive Surgical (ISRG) in Q1 2017, closing a stake of 117 shares — an estimated $8K sold.

Kernodle & Katon Asset Management Group first reported a position in ISRG in Q1 2016 and held it in 4 quarters. The position peaked at $8K in Q4 2016. 613 funds tracked by Wall St. Rank hold ISRG as of Q1 2017.

  • Kernodle & Katon Asset Management Group reported no remaining Intuitive Surgical position as of Q1 2017 after selling out during the quarter.
  • Kernodle & Katon Asset Management Group sold 117 Intuitive Surgical shares in Q1 2017, an estimated $8K.
  • Kernodle & Katon Asset Management Group first reported a position in Intuitive Surgical in Q1 2016 and held it in 4 quarters.
  • Kernodle & Katon Asset Management Group's Intuitive Surgical position peaked at $8K in Q4 2016.
  • 613 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.