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Sumway Development’s Intuitive Surgical ISRG Stock Holding History

Sumway Development’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
Q4 		– Sell
-119,205
Closed -$13.9M – 4
2017
Q3 		$13.9M Hold
119,205
– – 3.25% 6
2017
Q2 		$12.4M Buy
119,205
+34,605
+41% +$3.33M 3.04% 7
2017
Q1 		$6.46M Buy
+84,600
New +$6.68M 2.85% 7

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sumway Development's ISRG Position: Q4 2017 in Review

Sumway Development sold out of Intuitive Surgical (ISRG) in Q4 2017, closing a stake of 119,205 shares — an estimated $13.9M sold.

Sumway Development first reported a position in ISRG in Q1 2017 and held it in 3 quarters. The position peaked at $13.9M in Q3 2017. 757 funds tracked by Wall St. Rank hold ISRG as of Q4 2017.

  • Sumway Development reported no remaining Intuitive Surgical position as of Q4 2017 after selling out during the quarter.
  • Sumway Development sold 119,205 Intuitive Surgical shares in Q4 2017, an estimated $13.9M.
  • Sumway Development first reported a position in Intuitive Surgical in Q1 2017 and held it in 3 quarters.
  • Sumway Development's Intuitive Surgical position peaked at $13.9M in Q3 2017.
  • 757 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2017.

Based on Sumway Development's 13F filing for Q4 2017.