Sharkey, Howes & Javer’s Intuitive Surgical ISRG Stock Holding History

Sharkey, Howes & Javer’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	-180	Closed	-$31K	–	110
2019 Q2	$31K	Hold	180	–	–	0.01%	125
2019 Q1	$34K	Hold	180	–	–	0.02%	121
2018 Q4	$29K	Hold	180	–	–	0.02%	121
2018 Q3	$34K	Hold	180	–	–	0.02%	124
2018 Q2	$29K	Hold	180	–	–	0.02%	123
2018 Q1	$24K	Hold	180	–	–	0.01%	122
2017 Q4	$22K	Sell	180 -360	-67%	-$45.1K	0.01%	127
2017 Q3	$21K	Buy	540 +360	+200%	+$39.2K	0.01%	130
2017 Q2	$19K	Hold	180	–	–	0.01%	130
2017 Q1	$15K	Hold	180	–	–	0.01%	151
2016 Q4	$13K	Hold	180	–	–	0.01%	161
2016 Q3	$14K	Hold	180	–	–	0.01%	154
2016 Q2	$13K	Hold	180	–	–	0.01%	159
2016 Q1	$12K	Buy	+180	New	+$11.2K	0.01%	178

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

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

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sharkey, Howes & Javer's ISRG Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Intuitive Surgical (ISRG) in Q3 2019, closing a stake of 180 shares — an estimated $31K sold.

Sharkey, Howes & Javer first reported a position in ISRG in Q1 2016 and held it in 14 quarters. The position peaked at $34K in Q1 2019. 920 funds tracked by Wall St. Rank hold ISRG as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Intuitive Surgical position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 180 Intuitive Surgical shares in Q3 2019, an estimated $31K.
Sharkey, Howes & Javer first reported a position in Intuitive Surgical in Q1 2016 and held it in 14 quarters.
Sharkey, Howes & Javer's Intuitive Surgical position peaked at $34K in Q1 2019.
920 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.