Numeric Investors’s Intuitive Surgical ISRG Stock Holding History

Numeric Investors’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	$8.64M	Buy	71,049 +22,710	+47%	+$2.84M	0.06%	300
2017 Q3	$5.62M	Buy	48,339 +29,529	+157%	+$3.22M	0.04%	376
2017 Q2	$1.96M	Buy	18,810 +450	+2%	+$43.2K	0.02%	521
2017 Q1	$1.56M	Buy	18,360 +180	+1%	+$14.2K	0.01%	539
2016 Q4	$1.28M	Buy	18,180 +4,230	+30%	+$311K	0.01%	590
2016 Q3	$1.12M	Buy	13,950 +7,290	+109%	+$558K	0.01%	587
2016 Q2	$489K	Buy	6,660 +2,340	+54%	+$165K	﹤0.01%	754
2016 Q1	$289K	Sell	4,320 -180	-4%	-$11.2K	﹤0.01%	863
2015 Q4	$273K	Buy	+4,500	New	+$253K	﹤0.01%	881
2015 Q3	–	Sell	-11,160	Closed	-$601K	–	1062
2015 Q2	$601K	Buy	+11,160	New	+$624K	0.01%	637

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Numeric Investors's ISRG Position: Q4 2017 in Review

Numeric Investors increased its Intuitive Surgical (ISRG) stake by 47% in Q4 2017, buying an estimated $2.84M and bringing the position to 71,049 shares worth $8.64M. The position accounts for 0.06% of the portfolio, ranked #300.

Numeric Investors first reported a position in ISRG in Q2 2015 and has held it in 10 quarters since. 757 funds tracked by Wall St. Rank hold ISRG as of Q4 2017.

Numeric Investors held 71,049 shares of Intuitive Surgical worth $8.64M as of Q4 2017.
Numeric Investors bought 22,710 Intuitive Surgical shares in Q4 2017, an estimated $2.84M.
Intuitive Surgical made up 0.06% of Numeric Investors's portfolio in Q4 2017, its #300 holding.
Numeric Investors first reported a position in Intuitive Surgical in Q2 2015 and has held it in 10 quarters since.
757 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.