LSV Asset Management
ISRG icon

LSV Asset Management’s Intuitive Surgical ISRG Stock Holding History

LSV Asset 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
-2,430
Closed -$101K – 920
2013
Q3 		$101K Buy
+2,430
New +$107K ﹤0.01% 922

Other funds holding ISRG

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Capital World Investors
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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 $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

LSV Asset Management's ISRG Position: Q4 2013 in Review

LSV Asset Management sold out of Intuitive Surgical (ISRG) in Q4 2013, closing a stake of 2,430 shares — an estimated $101K sold.

LSV Asset Management first reported a position in ISRG in Q3 2013 and held it in 1 quarter. The position peaked at $101K in Q3 2013. 493 funds tracked by Wall St. Rank hold ISRG as of Q4 2013.

  • LSV Asset Management reported no remaining Intuitive Surgical position as of Q4 2013 after selling out during the quarter.
  • LSV Asset Management sold 2,430 Intuitive Surgical shares in Q4 2013, an estimated $101K.
  • LSV Asset Management first reported a position in Intuitive Surgical in Q3 2013 and held it in 1 quarter.
  • LSV Asset Management's Intuitive Surgical position peaked at $101K in Q3 2013.
  • 493 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2013.

Based on LSV Asset Management's 13F filing for Q4 2013, filed 5 Feb 2014.