IMS
ISRG icon

Index Management Solutions’s Intuitive Surgical ISRG Stock Holding History

Index Management Solutions’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
Q3 		$31K Hold
612
– – 0.03% 308
2015
Q2 		$33K Buy
612
+378
+162% +$21.1K 0.03% 377
2015
Q1 		$13K Sell
234
-42,435
-99% -$2.4M 0.01% 523
2014
Q4 		$2.51M Buy
42,669
+1,314
+3% +$73.2K 0.35% 78
2014
Q3 		$2.12M Sell
41,355
-3,231
-7% -$160K 0.24% 74
2014
Q2 		$2.04M Sell
44,586
-22,383
-33% -$987K 0.25% 69
2014
Q1 		$3.26M Buy
66,969
+26,190
+64% +$1.23M 0.53% 34
2013
Q4 		$1.74M Buy
40,779
+35,847
+727% +$1.51M 0.44% 30
2013
Q3 		$206K Buy
+4,932
New +$218K 0.06% 130

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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