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OFI Advisors’s Intuitive Surgical ISRG Stock Holding History

OFI Advisors’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 		$173K Sell
3,384
-216
-6% -$12.2K 0.01% 1272
2015
Q2 		$194K Buy
3,600
+180
+5% +$10.1K 0.01% 1267
2015
Q1 		$192K Buy
3,420
+252
+8% +$14.3K 0.01% 1265
2014
Q4 		$186K Buy
3,168
+108
+4% +$6.01K 0.01% 1247
2014
Q3 		$157K Sell
3,060
-621
-17% -$30.8K 0.01% 1277
2014
Q2 		$168K Buy
3,681
+306
+9% +$13.5K 0.01% 1249
2014
Q1 		$164K Sell
3,375
-522
-13% -$24.6K 0.01% 1204
2013
Q4 		$166K Buy
3,897
+387
+11% +$16.3K 0.01% 1175
2013
Q3 		$147K Buy
3,510
+954
+37% +$42.1K 0.01% 1147
2013
Q2 		$144K Buy
+2,556
New +$141K 0.01% 1071

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