AAM
ISRG icon

Archipel Asset Management’s Intuitive Surgical ISRG Stock Holding History

Archipel Asset 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
2014
Q3 		$4.09M Buy
+79,812
New +$3.96M 1.18% 30
2013
Q4 		– Sell
-265,869
Closed -$11.1M – 82
2013
Q3 		$11.1M Buy
+265,869
New +$11.7M 2.28% 11

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Archipel Asset Management's ISRG Position: Q3 2014 in Review

Archipel Asset Management opened a new position in Intuitive Surgical (ISRG) in Q3 2014: 79,812 shares worth $4.09M. The stake represents 1.18% of the portfolio and ranks #30 among its holdings. This is a return to the name: Archipel Asset Management previously reported a position in ISRG as recently as Q3 2013.

Archipel Asset Management first reported a position in ISRG in Q3 2013 and has held it in 2 quarters since. The position peaked at $11.1M in Q3 2013. 483 funds tracked by Wall St. Rank hold ISRG as of Q3 2014.

  • Archipel Asset Management held 79,812 shares of Intuitive Surgical worth $4.09M as of Q3 2014.
  • Intuitive Surgical was a new Archipel Asset Management position in Q3 2014.
  • Intuitive Surgical made up 1.18% of Archipel Asset Management's portfolio in Q3 2014, its #30 holding.
  • Archipel Asset Management first reported a position in Intuitive Surgical in Q3 2013 and has held it in 2 quarters since.
  • Archipel Asset Management's Intuitive Surgical position peaked at $11.1M in Q3 2013.
  • 483 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2014.

Based on Archipel Asset Management's 13F filing for Q3 2014, filed 15 Oct 2014.