Robert Olstein’s Intuitive Surgical ISRG Stock Holding History

Robert Olstein’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
2018 Q3	–	Sell	-10,200	Closed	-$1.63M	–	121
2018 Q2	$1.63M	Hold	10,200	–	–	0.22%	108
2018 Q1	$1.4M	Sell	10,200 -13,800	-58%	-$1.93M	0.18%	113
2017 Q4	$2.92M	Sell	24,000 -6,600	-22%	-$826K	0.37%	99
2017 Q3	$3.56M	Sell	30,600 -7,200	-19%	-$784K	0.46%	93
2017 Q2	$3.93M	Sell	37,800 -39,600	-51%	-$3.81M	0.5%	89
2017 Q1	$6.59M	Sell	77,400 -33,300	-30%	-$2.63M	0.84%	59
2016 Q4	$7.8M	Buy	110,700 +47,700	+76%	+$3.51M	1.01%	45
2016 Q3	$5.07M	Sell	63,000 -9,000	-13%	-$689K	0.67%	64
2016 Q2	$5.29M	Sell	72,000 -12,600	-15%	-$887K	0.72%	67
2016 Q1	$5.65M	Sell	84,600 -14,400	-15%	-$892K	0.76%	62
2015 Q4	$6.01M	Sell	99,000 -13,500	-12%	-$758K	0.78%	60
2015 Q3	$5.75M	Buy	112,500 +4,500	+4%	+$255K	0.72%	68
2015 Q2	$5.81M	Buy	108,000 +9,000	+9%	+$503K	0.6%	85
2015 Q1	$5.55M	Hold	99,000	–	–	0.6%	89
2014 Q4	$5.82M	Sell	99,000 -36,000	-27%	-$2M	0.71%	76
2014 Q3	$6.93M	Sell	135,000 -18,000	-12%	-$894K	0.9%	55
2014 Q2	$7M	Buy	153,000 +45,000	+42%	+$1.99M	0.95%	47
2014 Q1	$5.26M	Sell	108,000 -9,000	-8%	-$424K	0.72%	68
2013 Q4	$4.99M	Buy	117,000 +18,000	+18%	+$757K	0.72%	72
2013 Q3	$4.14M	Buy	+99,000	New	+$4.37M	0.63%	90

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Robert Olstein's ISRG Position: Q3 2018 in Review

Robert Olstein sold out of Intuitive Surgical (ISRG) in Q3 2018, closing a stake of 10,200 shares — an estimated $1.63M sold.

Robert Olstein first reported a position in ISRG in Q3 2013 and held it in 20 quarters. The position peaked at $7.8M in Q4 2016. 899 funds tracked by Wall St. Rank hold ISRG as of Q3 2018.

Robert Olstein reported no remaining Intuitive Surgical position as of Q3 2018 after selling out during the quarter.
Robert Olstein sold 10,200 Intuitive Surgical shares in Q3 2018, an estimated $1.63M.
Robert Olstein first reported a position in Intuitive Surgical in Q3 2013 and held it in 20 quarters.
Robert Olstein's Intuitive Surgical position peaked at $7.8M in Q4 2016.
899 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2018.

Based on Olstein Capital Management's 13F filing for Q3 2018, filed 7 Nov 2018.