ALA
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Atherton Lane Advisers’s Intuitive Surgical ISRG Stock Holding History

Atherton Lane Advisers’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
2015
Q4 		– Sell
-20,529
Closed -$1.05M – 238
2015
Q3 		$1.05M Sell
20,529
-219,078
-91% -$12.4M 0.07% 93
2015
Q2 		$12.9M Sell
239,607
-10,737
-4% -$601K 0.71% 61
2015
Q1 		$14M Buy
250,344
+14,922
+6% +$845K 0.76% 59
2014
Q4 		$13.8M Sell
235,422
-1,008
-0.4% -$56.1K 0.76% 62
2014
Q3 		$12.1M Sell
236,430
-10,917
-4% -$542K 0.69% 63
2014
Q2 		$11.3M Sell
247,347
-9,675
-4% -$427K 0.63% 64
2014
Q1 		$12.5M Buy
257,022
+14,490
+6% +$682K 0.77% 59
2013
Q4 		$10.3M Sell
242,532
-7,857
-3% -$331K 0.65% 64
2013
Q3 		$10.5M Buy
+250,389
New +$11.1M 0.72% 65

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return