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Yellowstone Partners’s Intuitive Surgical ISRG Stock Holding History

Yellowstone Partners’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
2015
Q1 		– Sell
-4,275
Closed -$251K – 210
2014
Q4 		$251K Buy
+4,275
New +$238K 0.14% 138
2014
Q1 		– Sell
-6,615
Closed -$282K – 184
2013
Q4 		$282K Buy
+6,615
New +$278K 0.18% 110

Other funds holding ISRG

T. Rowe Price Associates
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Yellowstone Partners's ISRG Position: Q1 2015 in Review

Yellowstone Partners sold out of Intuitive Surgical (ISRG) in Q1 2015, closing a stake of 4,275 shares — an estimated $251K sold.

Yellowstone Partners first reported a position in ISRG in Q4 2013 and held it in 2 quarters. The position peaked at $282K in Q4 2013. 497 funds tracked by Wall St. Rank hold ISRG as of Q1 2015.

  • Yellowstone Partners reported no remaining Intuitive Surgical position as of Q1 2015 after selling out during the quarter.
  • Yellowstone Partners sold 4,275 Intuitive Surgical shares in Q1 2015, an estimated $251K.
  • Yellowstone Partners first reported a position in Intuitive Surgical in Q4 2013 and held it in 2 quarters.
  • Yellowstone Partners's Intuitive Surgical position peaked at $282K in Q4 2013.
  • 497 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2015.

Based on Yellowstone Partners's 13F filing for Q1 2015, filed 17 Aug 2016.