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Lombard Odier & Cie (Canada)’s Intuitive Surgical ISRG Stock Holding History

Lombard Odier & Cie (Canada)’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
-1,485
Closed -$76K – 138
2014
Q3 		$76K Hold
1,485
– – 0.05% 117
2014
Q2 		$68K Hold
1,485
– – 0.04% 130
2014
Q1 		$72K Hold
1,485
– – 0.06% 107
2013
Q4 		$63K Buy
+1,485
New +$62.5K 0.06% 92

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 $3.37T AUM 44.26% 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

Lombard Odier & Cie (Canada)'s ISRG Position: Q4 2014 in Review

Lombard Odier & Cie (Canada) sold out of Intuitive Surgical (ISRG) in Q4 2014, closing a stake of 1,485 shares — an estimated $76K sold.

Lombard Odier & Cie (Canada) first reported a position in ISRG in Q4 2013 and held it in 4 quarters. The position peaked at $76K in Q3 2014. 511 funds tracked by Wall St. Rank hold ISRG as of Q4 2014.

  • Lombard Odier & Cie (Canada) reported no remaining Intuitive Surgical position as of Q4 2014 after selling out during the quarter.
  • Lombard Odier & Cie (Canada) sold 1,485 Intuitive Surgical shares in Q4 2014, an estimated $76K.
  • Lombard Odier & Cie (Canada) first reported a position in Intuitive Surgical in Q4 2013 and held it in 4 quarters.
  • Lombard Odier & Cie (Canada)'s Intuitive Surgical position peaked at $76K in Q3 2014.
  • 511 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2014.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q4 2014, filed 13 Feb 2015.