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U.S. Global Investors (USGI)’s Intuitive Surgical ISRG Stock Holding History

U.S. Global Investors (USGI)’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
-4,500
Closed -$231K – 337
2014
Q3 		$231K Buy
+4,500
New +$223K 0.07% 178

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

U.S. Global Investors (USGI)'s ISRG Position: Q4 2014 in Review

U.S. Global Investors (USGI) sold out of Intuitive Surgical (ISRG) in Q4 2014, closing a stake of 4,500 shares — an estimated $231K sold.

U.S. Global Investors (USGI) first reported a position in ISRG in Q3 2014 and held it in 1 quarter. The position peaked at $231K in Q3 2014. 511 funds tracked by Wall St. Rank hold ISRG as of Q4 2014.

  • U.S. Global Investors (USGI) reported no remaining Intuitive Surgical position as of Q4 2014 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 4,500 Intuitive Surgical shares in Q4 2014, an estimated $231K.
  • U.S. Global Investors (USGI) first reported a position in Intuitive Surgical in Q3 2014 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s Intuitive Surgical position peaked at $231K in Q3 2014.
  • 511 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2014.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2014, filed 13 Feb 2015.