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Ivory Investment Management’s Intuitive Surgical ISRG Stock Holding History

Ivory 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
2013
Q4 		– Sell
-41,670
Closed -$1.74M – 203
2013
Q3 		$1.74M Buy
41,670
+14,148
+51% +$625K 0.08% 103
2013
Q2 		$1.55M Buy
+27,522
New +$1.52M 0.06% 109

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

Ivory Investment Management's ISRG Position: Q4 2013 in Review

Ivory Investment Management sold out of Intuitive Surgical (ISRG) in Q4 2013, closing a stake of 41,670 shares — an estimated $1.74M sold.

Ivory Investment Management first reported a position in ISRG in Q2 2013 and held it in 2 quarters. The position peaked at $1.74M in Q3 2013. 493 funds tracked by Wall St. Rank hold ISRG as of Q4 2013.

  • Ivory Investment Management reported no remaining Intuitive Surgical position as of Q4 2013 after selling out during the quarter.
  • Ivory Investment Management sold 41,670 Intuitive Surgical shares in Q4 2013, an estimated $1.74M.
  • Ivory Investment Management first reported a position in Intuitive Surgical in Q2 2013 and held it in 2 quarters.
  • Ivory Investment Management's Intuitive Surgical position peaked at $1.74M in Q3 2013.
  • 493 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2013.

Based on Ivory Investment Management's 13F filing for Q4 2013, filed 13 Feb 2014.