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BlackRock Institutional Trust’s Intuitive Surgical ISRG Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$677M Buy
9,610,947
+508,491
+6% +$37.4M 0.1% 200
2016
Q3 		$733M Buy
9,102,456
+193,338
+2% +$14.8M 0.11% 177
2016
Q2 		$655M Buy
8,909,118
+268,929
+3% +$18.9M 0.11% 196
2016
Q1 		$577M Buy
8,640,189
+199,422
+2% +$12.4M 0.1% 216
2015
Q4 		$512M Buy
8,440,767
+87,381
+1% +$4.91M 0.08% 239
2015
Q3 		$427M Buy
8,353,386
+9,369
+0.1% +$531K 0.07% 265
2015
Q2 		$449M Sell
8,344,017
-133,713
-2% -$7.48M 0.07% 274
2015
Q1 		$476M Buy
8,477,730
+90,585
+1% +$5.13M 0.07% 273
2014
Q4 		$493M Sell
8,387,145
-38,286
-0.5% -$2.13M 0.08% 255
2014
Q3 		$432M Sell
8,425,431
-474,777
-5% -$23.6M 0.07% 266
2014
Q2 		$407M Buy
8,900,208
+6,228
+0.1% +$275K 0.07% 288
2014
Q1 		$433M Sell
8,893,980
-166,311
-2% -$7.83M 0.07% 253
2013
Q4 		$387M Sell
9,060,291
-1,227,123
-12% -$51.6M 0.07% 285
2013
Q3 		$430M Buy
10,287,414
+744,372
+8% +$32.9M 0.08% 238
2013
Q2 		$537M Buy
+9,543,042
New +$526M 0.11% 182

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BlackRock Institutional Trust's ISRG Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Intuitive Surgical (ISRG) stake by 5.6% in Q4 2016, buying an estimated $37.4M and bringing the position to 9,610,947 shares worth $677M. The position accounts for 0.1% of the portfolio, ranked #200.

BlackRock Institutional Trust first reported a position in ISRG in Q2 2013 and has held it in 15 quarters since. The position peaked at $733M in Q3 2016. 630 funds tracked by Wall St. Rank hold ISRG as of Q4 2016.

  • BlackRock Institutional Trust held 9,610,947 shares of Intuitive Surgical worth $677M as of Q4 2016.
  • BlackRock Institutional Trust bought 508,491 Intuitive Surgical shares in Q4 2016, an estimated $37.4M.
  • Intuitive Surgical made up 0.1% of BlackRock Institutional Trust's portfolio in Q4 2016, its #200 holding.
  • BlackRock Institutional Trust first reported a position in Intuitive Surgical in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Intuitive Surgical position peaked at $733M in Q3 2016.
  • 630 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.