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Cadence Capital Management’s Intuitive Surgical ISRG Stock Holding History

Cadence Capital 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
2016
Q1 		– Sell
-6,147
Closed -$373K – 651
2015
Q4 		$373K Buy
6,147
+63
+1% +$3.54K 0.03% 513
2015
Q3 		$311K Buy
+6,084
New +$345K 0.02% 519
2014
Q2 		– Sell
-89,352
Closed -$4.35M – 583
2014
Q1 		$4.35M Sell
89,352
-31,500
-26% -$1.48M 0.18% 230
2013
Q4 		$5.16M Sell
120,852
-19,170
-14% -$807K 0.2% 215
2013
Q3 		$5.85M Buy
140,022
+25,380
+22% +$1.12M 0.2% 223
2013
Q2 		$6.45M Buy
+114,642
New +$6.32M 0.3% 161

Other funds holding ISRG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return