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Wilmington Funds Management’s Intuitive Surgical ISRG Stock Holding History

Wilmington Funds 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
2014
Q2 		$5.22M Buy
114,075
+7,335
+7% +$324K 0.53% 57
2014
Q1 		$5.2M Buy
106,740
+1,890
+2% +$89K 0.56% 46
2013
Q4 		$4.47M Sell
104,850
-6,075
-5% -$256K 0.45% 70
2013
Q3 		$4.64M Sell
110,925
-1,548
-1% -$68.4K 0.45% 64
2013
Q2 		$6.33M Buy
+112,473
New +$6.2M 0.6% 28

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wilmington Funds Management's ISRG Position: Q2 2014 in Review

Wilmington Funds Management increased its Intuitive Surgical (ISRG) stake by 6.9% in Q2 2014, buying an estimated $324K and bringing the position to 114,075 shares worth $5.22M. The position accounts for 0.53% of the portfolio, ranked #57.

Wilmington Funds Management first reported a position in ISRG in Q2 2013 and has held it in 5 quarters since. The position peaked at $6.33M in Q2 2013. 468 funds tracked by Wall St. Rank hold ISRG as of Q2 2014.

  • Wilmington Funds Management held 114,075 shares of Intuitive Surgical worth $5.22M as of Q2 2014.
  • Wilmington Funds Management bought 7,335 Intuitive Surgical shares in Q2 2014, an estimated $324K.
  • Intuitive Surgical made up 0.53% of Wilmington Funds Management's portfolio in Q2 2014, its #57 holding.
  • Wilmington Funds Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Funds Management's Intuitive Surgical position peaked at $6.33M in Q2 2013.
  • 468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.