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Endex Capital Management’s Intuitive Surgical ISRG Stock Holding History

Endex 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
2013
Q4 		$146K Hold
3,429
– – 0.14% 185
2013
Q3 		$143K Hold
3,429
– – 0.15% 177
2013
Q2 		$193K Buy
+3,429
New +$189K 0.21% 126

Other funds holding ISRG

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Endex Capital Management's ISRG Position: Q4 2013 in Review

Endex Capital Management held its Intuitive Surgical (ISRG) position steady in Q4 2013 at 3,429 shares worth $146K. The position accounts for 0.14% of the portfolio, ranked #185.

Endex Capital Management first reported a position in ISRG in Q2 2013 and has held it in 3 quarters since. The position peaked at $193K in Q2 2013. 493 funds tracked by Wall St. Rank hold ISRG as of Q4 2013.

  • Endex Capital Management held 3,429 shares of Intuitive Surgical worth $146K as of Q4 2013.
  • Endex Capital Management left its Intuitive Surgical share count unchanged in Q4 2013.
  • Intuitive Surgical made up 0.14% of Endex Capital Management's portfolio in Q4 2013, its #185 holding.
  • Endex Capital Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 3 quarters since.
  • Endex Capital Management's Intuitive Surgical position peaked at $193K in Q2 2013.
  • 493 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.