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SG3 Management’s Intuitive Surgical ISRG Stock Holding History

SG3 Management’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
2019
Q3 		– Sell
-15,000
Closed -$2.62M – 393
2019
Q2 		$2.62M Buy
+15,000
New +$2.57M 0.29% 72
2017
Q2 		– Sell
-16,200
Closed -$460K – 257
2017
Q1 		$460K Buy
+16,200
New +$1.28M 0.08% 139

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SG3 Management's ISRG Position: Q1 2017 in Review

SG3 Management sold out of Intuitive Surgical (ISRG) in Q1 2017, closing a stake of 4,500 shares — an estimated $355K sold.

SG3 Management first reported a position in ISRG in Q4 2016 and held it in 1 quarter. The position peaked at $317K in Q4 2016. 613 funds tracked by Wall St. Rank hold ISRG as of Q1 2017.

  • SG3 Management reported no remaining Intuitive Surgical position as of Q1 2017 after selling out during the quarter.
  • SG3 Management sold 4,500 Intuitive Surgical shares in Q1 2017, an estimated $355K.
  • SG3 Management first reported a position in Intuitive Surgical in Q4 2016 and held it in 1 quarter.
  • SG3 Management's Intuitive Surgical position peaked at $317K in Q4 2016.
  • 613 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2017.

Based on SG3 Management's 13F filing for Q1 2017, filed 25 Jan 2018.