QCMC
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Quantum Capital Management (California)’s Intuitive Surgical ISRG Stock Holding History

Quantum Capital Management (California)’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 		– Sell
-9,423
Closed -$394K – 226
2013
Q3 		$394K Sell
9,423
-2,322
-20% -$103K 0.08% 141
2013
Q2 		$661K Buy
+11,745
New +$647K 0.13% 123

Other funds holding ISRG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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 $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Quantum Capital Management (California)'s ISRG Position: Q4 2013 in Review

Quantum Capital Management (California) sold out of Intuitive Surgical (ISRG) in Q4 2013, closing a stake of 9,423 shares — an estimated $394K sold.

Quantum Capital Management (California) first reported a position in ISRG in Q2 2013 and held it in 2 quarters. The position peaked at $661K in Q2 2013. 493 funds tracked by Wall St. Rank hold ISRG as of Q4 2013.

  • Quantum Capital Management (California) reported no remaining Intuitive Surgical position as of Q4 2013 after selling out during the quarter.
  • Quantum Capital Management (California) sold 9,423 Intuitive Surgical shares in Q4 2013, an estimated $394K.
  • Quantum Capital Management (California) first reported a position in Intuitive Surgical in Q2 2013 and held it in 2 quarters.
  • Quantum Capital Management (California)'s Intuitive Surgical position peaked at $661K in Q2 2013.
  • 493 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2013.

Based on Quantum Capital Management (California)'s 13F filing for Q4 2013, filed 26 Feb 2014.