Quotient Investors’s Intuitive Surgical ISRG Stock Holding History

Quotient 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 Q3	$638K	Buy	5,490 +90	+2%	+$9.81K	0.44%	83
2017 Q2	$561K	Sell	5,400 -3,600	-40%	-$346K	0.4%	88
2017 Q1	$766K	Sell	9,000 -900	-9%	-$71.1K	0.46%	68
2016 Q4	$698K	Buy	9,900 +3,600	+57%	+$265K	0.44%	79
2016 Q3	$507K	Buy	+6,300	New	+$482K	0.33%	107
2016 Q2	–	Sell	-9,378	Closed	-$626K	–	224
2016 Q1	$626K	Buy	9,378 +1,359	+17%	+$84.2K	0.23%	115
2015 Q4	$487K	Hold	8,019	–	–	0.19%	130
2015 Q3	$409K	Buy	+8,019	New	+$454K	0.09%	136

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Quotient Investors's ISRG Position: Q3 2017 in Review

Quotient Investors increased its Intuitive Surgical (ISRG) stake by 1.7% in Q3 2017, buying an estimated $9.81K and bringing the position to 5,490 shares worth $638K. The position accounts for 0.44% of the portfolio, ranked #83.

Quotient Investors first reported a position in ISRG in Q3 2015 and has held it in 8 quarters since. The position peaked at $766K in Q1 2017. 648 funds tracked by Wall St. Rank hold ISRG as of Q3 2017.

Quotient Investors held 5,490 shares of Intuitive Surgical worth $638K as of Q3 2017.
Quotient Investors bought 90 Intuitive Surgical shares in Q3 2017, an estimated $9.81K.
Intuitive Surgical made up 0.44% of Quotient Investors's portfolio in Q3 2017, its #83 holding.
Quotient Investors first reported a position in Intuitive Surgical in Q3 2015 and has held it in 8 quarters since.
Quotient Investors's Intuitive Surgical position peaked at $766K in Q1 2017.
648 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2017.

Based on Quotient Investors's 13F filing for Q3 2017, filed 18 Oct 2017.