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OMCS
Old Mutual Customised Solutions’s
Intuitive Surgical
ISRG
Stock Holding History
Old Mutual Customised Solutions’s Portfolio
ISRG Stock Details
ISRG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
$577K
Hold
3,618
–
–
0.06%
366
2018
Q1
$498K
Hold
3,618
–
–
0.05%
389
2017
Q4
$440K
Hold
3,618
–
–
0.05%
421
2017
Q3
$420K
Hold
3,618
–
–
0.06%
377
2017
Q2
$376K
Hold
3,618
–
–
0.06%
382
2017
Q1
$308K
Buy
3,618
+918
+34%
+$72.5K
0.05%
428
2016
Q4
$190K
Buy
+2,700
New
+$199K
0.03%
513
2014
Q3
–
Sell
-1,800
Closed
-$82K
–
729
2014
Q2
$82K
Hold
1,800
–
–
0.02%
635
2014
Q1
$88K
Hold
1,800
–
–
0.02%
620
2013
Q4
$77K
Hold
1,800
–
–
0.02%
647
2013
Q3
$75K
Hold
1,800
–
–
0.02%
644
2013
Q2
$101K
Buy
+1,800
New
+$99.2K
0.03%
607
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
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$1.9T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Edgewood Management
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$15.5B AUM
9.67%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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