PAI
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Palo Alto Investors’s Intuitive Surgical ISRG Stock Holding History

Palo Alto 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
2015
Q4 		– Sell
-261,900
Closed -$13.4M – 44
2015
Q3 		$13.4M Sell
261,900
-29,250
-10% -$1.66M 0.64% 25
2015
Q2 		$15.7M Hold
291,150
– – 0.7% 28
2015
Q1 		$16.3M Buy
291,150
+56,700
+24% +$3.21M 0.81% 29
2014
Q4 		$13.8M Buy
234,450
+25,200
+12% +$1.4M 0.81% 28
2014
Q3 		$10.7M Buy
209,250
+43,650
+26% +$2.17M 0.8% 29
2014
Q2 		$7.58M Buy
+165,600
New +$7.31M 0.56% 34

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Palo Alto Investors's ISRG Position: Q4 2015 in Review

Palo Alto Investors sold out of Intuitive Surgical (ISRG) in Q4 2015, closing a stake of 261,900 shares — an estimated $13.4M sold.

Palo Alto Investors first reported a position in ISRG in Q2 2014 and held it in 6 quarters. The position peaked at $16.3M in Q1 2015. 522 funds tracked by Wall St. Rank hold ISRG as of Q4 2015.

  • Palo Alto Investors reported no remaining Intuitive Surgical position as of Q4 2015 after selling out during the quarter.
  • Palo Alto Investors sold 261,900 Intuitive Surgical shares in Q4 2015, an estimated $13.4M.
  • Palo Alto Investors first reported a position in Intuitive Surgical in Q2 2014 and held it in 6 quarters.
  • Palo Alto Investors's Intuitive Surgical position peaked at $16.3M in Q1 2015.
  • 522 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2015.

Based on Palo Alto Investors's 13F filing for Q4 2015, filed 16 Feb 2016.