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Calvert Investment Management’s Intuitive Surgical ISRG Stock Holding History

Calvert Investment 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
Q4 		– Sell
-11,880
Closed -$610K – 597
2014
Q3 		$610K Buy
+11,880
New +$590K 0.05% 274
2013
Q3 		– Sell
-3,609
Closed -$203K – 340
2013
Q2 		$203K Buy
+3,609
New +$199K 0.03% 287

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Calvert Investment Management's ISRG Position: Q4 2014 in Review

Calvert Investment Management sold out of Intuitive Surgical (ISRG) in Q4 2014, closing a stake of 11,880 shares — an estimated $610K sold.

Calvert Investment Management first reported a position in ISRG in Q2 2013 and held it in 2 quarters. The position peaked at $610K in Q3 2014. 511 funds tracked by Wall St. Rank hold ISRG as of Q4 2014.

  • Calvert Investment Management reported no remaining Intuitive Surgical position as of Q4 2014 after selling out during the quarter.
  • Calvert Investment Management sold 11,880 Intuitive Surgical shares in Q4 2014, an estimated $610K.
  • Calvert Investment Management first reported a position in Intuitive Surgical in Q2 2013 and held it in 2 quarters.
  • Calvert Investment Management's Intuitive Surgical position peaked at $610K in Q3 2014.
  • 511 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2014.

Based on Calvert Investment Management's 13F filing for Q4 2014, filed 23 Jan 2015.