TI
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Turner Investments’s Intuitive Surgical ISRG Stock Holding History

Turner 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
2017
Q4 		– Sell
-4,950
Closed -$575K – 48
2017
Q3 		$575K Sell
4,950
-270
-5% -$29.4K 2.6% 5
2017
Q2 		$543K Hold
5,220
– – 0.36% 89
2017
Q1 		$445K Sell
5,220
-26,100
-83% -$2.06M 0.29% 113
2016
Q4 		$2.21M Sell
31,320
-26,820
-46% -$1.97M 0.89% 28
2016
Q3 		$4.68M Sell
58,140
-72,090
-55% -$5.52M 1.55% 14
2016
Q2 		$9.57M Sell
130,230
-14,850
-10% -$1.05M 3% 1
2016
Q1 		$9.69M Buy
145,080
+35,910
+33% +$2.23M 2.63% 1
2015
Q4 		$6.63M Buy
+109,170
New +$6.13M 1.37% 11
2013
Q4 		– Sell
-33,480
Closed -$1.4M – 619
2013
Q3 		$1.4M Buy
+33,480
New +$1.48M 0.02% 459

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

Turner Investments's ISRG Position: Q4 2017 in Review

Turner Investments sold out of Intuitive Surgical (ISRG) in Q4 2017, closing a stake of 4,950 shares — an estimated $575K sold.

Turner Investments first reported a position in ISRG in Q3 2013 and held it in 9 quarters. The position peaked at $9.69M in Q1 2016. 757 funds tracked by Wall St. Rank hold ISRG as of Q4 2017.

  • Turner Investments reported no remaining Intuitive Surgical position as of Q4 2017 after selling out during the quarter.
  • Turner Investments sold 4,950 Intuitive Surgical shares in Q4 2017, an estimated $575K.
  • Turner Investments first reported a position in Intuitive Surgical in Q3 2013 and held it in 9 quarters.
  • Turner Investments's Intuitive Surgical position peaked at $9.69M in Q1 2016.
  • 757 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2017.

Based on Turner Investments's 13F filing for Q4 2017, filed 2 Feb 2018.