Number of Shares
10,965.00
Current Holdings Value*
$5.43 Mil
% of Portfolio
2.47%
Total Estimate Gain
$9.85 Mil
% of Total Estimate Gain
83.10%

DF Dent Premier Growth Fund's Intuitive Surgical Inc Holding Summary

As of 2025-03-31, FORUM FUNDS held 10,965.00 shares of Intuitive Surgical Inc(ISRG), totaling $5.43 Mil. This investment constitutes 2.47% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Intuitive Surgical Inc(ISRG) stock.

The initial trade took place in 2020Q1. And since then DF Dent Premier Growth Fund has made 2 purchases of ISRG, at an average price of $184.40, for a total of 64,267.00 shares. In addition, there have been 12 sales at an average price of $306.58 for 53,302.00 shares. Based on historical transaction data and ISRG's current price of $488.61, DF Dent Premier Growth Fund's estimated gain on his ISRG holdings is $9.85 Mil, reflecting a 83.10% gain to date.

DF Dent Premier Growth Fund ISRG ($488.61) Holding Chart

DF Dent Premier Growth Fund ISRG ($488.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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