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Robert N. Shapiro’s Intuitive Surgical ISRG Stock Holding History

Robert N. Shapiro’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 		$2K Sell
36
-1,989
-98% -$111K ﹤0.01% 831
2014
Q3 		$104K Sell
2,025
-90
-4% -$4.47K 0.02% 372
2014
Q2 		$97K Buy
+2,115
New +$93.3K 0.02% 374
2013
Q4 		– Sell
-3,375
Closed -$141K – 828
2013
Q3 		$141K Buy
3,375
+1,035
+44% +$45.7K 0.02% 331
2013
Q2 		$132K Buy
+2,340
New +$129K 0.03% 325

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Robert N. Shapiro's ISRG Position: Q4 2014 in Review

Robert N. Shapiro reduced its Intuitive Surgical (ISRG) stake by 98% in Q4 2014, selling an estimated $111K and leaving 36 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Robert N. Shapiro first reported a position in ISRG in Q2 2013 and has held it in 5 quarters since. The position peaked at $141K in Q3 2013. 511 funds tracked by Wall St. Rank hold ISRG as of Q4 2014.

  • Robert N. Shapiro held 36 shares of Intuitive Surgical worth $2K as of Q4 2014.
  • Robert N. Shapiro sold 1,989 Intuitive Surgical shares in Q4 2014, an estimated $111K.
  • Intuitive Surgical made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #831 holding.
  • Robert N. Shapiro first reported a position in Intuitive Surgical in Q2 2013 and has held it in 5 quarters since.
  • Robert N. Shapiro's Intuitive Surgical position peaked at $141K in Q3 2013.
  • 511 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.