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Koch Industries’s Intuitive Surgical ISRG Stock Holding History

Koch Industries’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
-10,575
Closed -$1.23M – 715
2017
Q3 		$1.23M Sell
10,575
-2,772
-21% -$302K 0.29% 28
2017
Q2 		$1.39M Buy
13,347
+7,191
+117% +$691K 0.38% 11
2017
Q1 		$524K Buy
6,156
+3,249
+112% +$257K 0.45% 32
2016
Q4 		$205K Buy
+2,907
New +$214K 0.47% 43

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Koch Industries's ISRG Position: Q4 2017 in Review

Koch Industries sold out of Intuitive Surgical (ISRG) in Q4 2017, closing a stake of 10,575 shares — an estimated $1.23M sold.

Koch Industries first reported a position in ISRG in Q4 2016 and held it in 4 quarters. The position peaked at $1.39M in Q2 2017. 757 funds tracked by Wall St. Rank hold ISRG as of Q4 2017.

  • Koch Industries reported no remaining Intuitive Surgical position as of Q4 2017 after selling out during the quarter.
  • Koch Industries sold 10,575 Intuitive Surgical shares in Q4 2017, an estimated $1.23M.
  • Koch Industries first reported a position in Intuitive Surgical in Q4 2016 and held it in 4 quarters.
  • Koch Industries's Intuitive Surgical position peaked at $1.39M in Q2 2017.
  • 757 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2017.

Based on Koch Industries's 13F filing for Q4 2017, filed 13 Feb 2018.