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Sio Capital Management’s Intuitive Surgical ISRG Stock Holding History

Sio Capital 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
2018
Q1 		– Sell
-9,000
Closed -$1.09M – 37
2017
Q4 		$1.09M Buy
+9,000
New +$1.13M 0.62% 37

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sio Capital Management's ISRG Position: Q1 2018 in Review

Sio Capital Management sold out of Intuitive Surgical (ISRG) in Q1 2018, closing a stake of 9,000 shares — an estimated $1.09M sold.

Sio Capital Management first reported a position in ISRG in Q4 2017 and held it in 1 quarter. The position peaked at $1.09M in Q4 2017. 791 funds tracked by Wall St. Rank hold ISRG as of Q1 2018.

  • Sio Capital Management reported no remaining Intuitive Surgical position as of Q1 2018 after selling out during the quarter.
  • Sio Capital Management sold 9,000 Intuitive Surgical shares in Q1 2018, an estimated $1.09M.
  • Sio Capital Management first reported a position in Intuitive Surgical in Q4 2017 and held it in 1 quarter.
  • Sio Capital Management's Intuitive Surgical position peaked at $1.09M in Q4 2017.
  • 791 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2018.

Based on Sio Capital Management's 13F filing for Q1 2018, filed 15 May 2018.