Spot Trading’s Intuitive Surgical ISRG Stock Holding History

Spot Trading’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
2017 Q1	–	Sell	-1,800	Closed	-$127K	–	3293
2016 Q4	$127K	Hold	1,800	–	–	0.02%	2118
2016 Q3	$145K	Hold	1,800	–	–	0.02%	2269
2016 Q2	$132K	Sell	1,800 -900	-33%	-$63.3K	0.02%	2433
2016 Q1	$180K	Sell	2,700 -148,500	-98%	-$9.2M	0.02%	2268
2015 Q4	$9.18M	Sell	151,200 -55,800	-27%	-$3.13M	0.68%	261
2015 Q3	$10.6M	Buy	207,000 +45,900	+28%	+$2.6M	0.68%	233
2015 Q2	$8.67M	Buy	161,100 +34,200	+27%	+$1.91M	0.52%	315
2015 Q1	$7.12M	Sell	126,900 -40,500	-24%	-$2.29M	0.45%	374
2014 Q4	$9.84M	Sell	167,400 -15,300	-8%	-$852K	0.45%	423
2014 Q3	$9.38M	Buy	182,700 +171,900	+1,592%	+$8.53M	0.34%	562
2014 Q2	$494K	Buy	+10,800	New	+$476K	0.02%	2706
2014 Q1	–	Sell	-26,100	Closed	-$1.11M	–	4424
2013 Q4	$1.11M	Sell	26,100 -6,300	-19%	-$265K	0.04%	1909
2013 Q3	$1.35M	Buy	32,400 +22,500	+227%	+$994K	0.07%	1679
2013 Q2	$557K	Buy	+9,900	New	+$545K	0.03%	2363

Other funds holding ISRG

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Capital World Investors

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

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return