Shaker Investments’s Intuitive Surgical ISRG Stock Holding History

Shaker Investments’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
2020 Q1	–	Sell	-14,052	Closed	-$2.77M	–	80
2019 Q4	$2.77M	Sell	14,052 -93	-0.7%	-$17.4K	1.65%	18
2019 Q3	$2.55M	Sell	14,145 -15	-0.1%	-$2.59K	1.67%	19
2019 Q2	$2.48M	Buy	14,160 +489	+4%	+$83.8K	1.65%	20
2019 Q1	$2.6M	Sell	13,671 -186	-1%	-$33.1K	1.8%	20
2018 Q4	$2.21M	Buy	13,857 +4,857	+54%	+$823K	1.92%	15
2018 Q3	$1.72M	Buy	9,000 +2,700	+43%	+$479K	1.06%	32
2018 Q2	$1M	Hold	6,300	–	–	0.62%	44
2018 Q1	$867K	Hold	6,300	–	–	0.54%	45
2017 Q4	$766K	Hold	6,300	–	–	0.51%	46
2017 Q3	$732K	Sell	6,300 -540	-8%	-$58.8K	0.51%	49
2017 Q2	$711K	Hold	6,840	–	–	0.54%	46
2017 Q1	$583K	Hold	6,840	–	–	0.45%	52
2016 Q4	$482K	Hold	6,840	–	–	0.38%	48
2016 Q3	$551K	Hold	6,840	–	–	0.44%	53
2016 Q2	$503K	Buy	+6,840	New	+$481K	0.46%	53
2014 Q3	–	Sell	-9,000	Closed	-$412K	–	65
2014 Q2	$412K	Sell	9,000 -50,301	-85%	-$2.22M	0.27%	51
2014 Q1	$2.89M	Buy	59,301 +9,351	+19%	+$440K	1.79%	19
2013 Q4	$2.13M	Buy	+49,950	New	+$2.1M	1.38%	24

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Shaker Investments's ISRG Position: Q1 2020 in Review

Shaker Investments sold out of Intuitive Surgical (ISRG) in Q1 2020, closing a stake of 14,052 shares — an estimated $2.77M sold.

Shaker Investments first reported a position in ISRG in Q4 2013 and held it in 18 quarters. The position peaked at $2.89M in Q1 2014. 1,007 funds tracked by Wall St. Rank hold ISRG as of Q1 2020.

Shaker Investments reported no remaining Intuitive Surgical position as of Q1 2020 after selling out during the quarter.
Shaker Investments sold 14,052 Intuitive Surgical shares in Q1 2020, an estimated $2.77M.
Shaker Investments first reported a position in Intuitive Surgical in Q4 2013 and held it in 18 quarters.
Shaker Investments's Intuitive Surgical position peaked at $2.89M in Q1 2014.
1,007 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2020.

Based on Shaker Investments's 13F filing for Q1 2020, filed 5 May 2020.