Aperio Group’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $99.1M | Buy |
260,793
+6,685
| +3% | +$2.35M | 0.29% | 57 |
|
|
2020
Q3 | $82.9M | Sell |
254,108
-1,516
| -0.6% | -$474K | 0.28% | 60 |
|
|
2020
Q2 | $75.7M | Sell |
255,624
-31,410
| -11% | -$8.62M | 0.28% | 60 |
|
|
2020
Q1 | $66M | Buy |
287,034
+26,410
| +10% | +$7.15M | 0.29% | 60 |
|
|
2019
Q4 | $68.3M | Sell |
260,624
-19,712
| -7% | -$5.15M | 0.25% | 75 |
|
|
2019
Q3 | $74.6M | Buy |
280,336
+20,373
| +8% | +$5.6M | 0.29% | 59 |
|
|
2019
Q2 | $67.9M | Buy |
259,963
+12,035
| +5% | +$3.06M | 0.28% | 68 |
|
|
2019
Q1 | $64.8M | Buy |
247,928
+7,739
| +3% | +$1.79M | 0.28% | 65 |
|
|
2018
Q4 | $47.3M | Buy |
240,189
+13,501
| +6% | +$2.81M | 0.24% | 84 |
|
|
2018
Q3 | $51.5M | Buy |
226,688
+7,969
| +4% | +$1.71M | 0.23% | 91 |
|
|
2018
Q2 | $44.7M | Buy |
218,719
+13,397
| +7% | +$2.57M | 0.21% | 97 |
|
|
2018
Q1 | $35.6M | Buy |
205,322
+3,463
| +2% | +$583K | 0.18% | 128 |
|
|
2017
Q4 | $31.9M | Buy |
201,859
+10,853
| +6% | +$1.65M | 0.16% | 140 |
|
|
2017
Q3 | $27.1M | Buy |
191,006
+14,220
| +8% | +$1.96M | 0.15% | 154 |
|
|
2017
Q2 | $23.5M | Buy |
176,786
+13,591
| +8% | +$1.76M | 0.14% | 167 |
|
|
2017
Q1 | $18.9M | Buy |
163,195
+10,845
| +7% | +$1.3M | 0.13% | 188 |
|
|
2016
Q4 | $17.5M | Buy |
152,350
+4,456
| +3% | +$499K | 0.13% | 170 |
|
|
2016
Q3 | $16.3M | Buy |
147,894
+5,712
| +4% | +$639K | 0.12% | 205 |
|
|
2016
Q2 | $15.9M | Buy |
142,182
+16,465
| +13% | +$1.72M | 0.12% | 191 |
|
|
2016
Q1 | $13.1M | Buy |
125,717
+5,612
| +5% | +$542K | 0.11% | 207 |
|
|
2015
Q4 | $11.6M | Buy |
120,105
+9,068
| +8% | +$877K | 0.11% | 217 |
|
|
2015
Q3 | $9.86M | Sell |
111,037
-7,158
| -6% | -$695K | 0.1% | 239 |
|
|
2015
Q2 | $11.9M | Buy |
118,195
+5,963
| +5% | +$609K | 0.12% | 204 |
|
|
2015
Q1 | $10.9M | Buy |
112,232
+9,293
| +9% | +$863K | 0.12% | 201 |
|
|
2014
Q4 | $9.49M | Buy |
102,939
+5,353
| +5% | +$476K | 0.12% | 217 |
|
|
2014
Q3 | $8.55M | Buy |
97,586
+4,786
| +5% | +$398K | 0.12% | 217 |
|
|
2014
Q2 | $7.47M | Buy |
92,800
+3,523
| +4% | +$272K | 0.11% | 229 |
|
|
2014
Q1 | $6.94M | Buy |
+89,277
| New | +$6.82M | 0.1% | 262 |
|
|
2013
Q4 | – | Sell |
-63,939
| Closed | -$4.59M | – | 263 |
|
|
2013
Q3 | $4.24M | Buy |
63,939
+7,297
| +13% | +$470K | 0.08% | 310 |
|
|
2013
Q2 | $3.46M | Buy |
+56,642
| New | +$3.42M | 0.08% | 304 |
|
Other funds holding INTU
Aperio Group's INTU Position: Q4 2020 in Review
Aperio Group increased its Intuit (INTU) stake by 2.6% in Q4 2020, buying an estimated $2.35M and bringing the position to 260,793 shares worth $99.1M. The position accounts for 0.29% of the portfolio, ranked #57.
Aperio Group first reported a position in INTU in Q2 2013 and has held it in 30 quarters since. 1,312 funds tracked by Wall St. Rank hold INTU as of Q4 2020.
- Aperio Group held 260,793 shares of Intuit worth $99.1M as of Q4 2020.
- Aperio Group bought 6,685 Intuit shares in Q4 2020, an estimated $2.35M.
- Intuit made up 0.29% of Aperio Group's portfolio in Q4 2020, its #57 holding.
- Aperio Group first reported a position in Intuit in Q2 2013 and has held it in 30 quarters since.
- 1,312 funds tracked by Wall St. Rank held Intuit as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.