AIM
INTU icon

Assured Investment Management’s Intuit INTU Stock Holding History

Assured Investment Management’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-31,679
Closed -$8.28M – 426
2019
Q1 		$8.28M Buy
31,679
+19,434
+159% +$4.49M 0.09% 82
2018
Q4 		$2.41M Sell
12,245
-21,285
-63% -$4.43M 0.07% 310
2018
Q3 		$7.63M Buy
33,530
+23,988
+251% +$5.15M 0.14% 156
2018
Q2 		$1.95M Buy
+9,542
New +$1.83M 0.04% 406
2018
Q1 		– Sell
-91,977
Closed -$14.5M – 1202
2017
Q4 		$14.5M Buy
91,977
+16,903
+23% +$2.58M 0.29% 58
2017
Q3 		$10.7M Buy
75,074
+42,008
+127% +$5.8M 0.22% 81
2017
Q2 		$4.39M Buy
33,066
+7,392
+29% +$959K 0.09% 136
2017
Q1 		$2.98M Buy
25,674
+22,649
+749% +$2.71M 0.06% 125
2016
Q4 		$347K Sell
3,025
-3,089
-51% -$346K 0.01% 476
2016
Q3 		$673K Buy
6,114
+142
+2% +$15.9K 0.02% 383
2016
Q2 		$667K Buy
+5,972
New +$625K 0.02% 353
2016
Q1 		– Sell
-2,942
Closed -$284K – 664
2015
Q4 		$284K Sell
2,942
-4,447
-60% -$430K 0.01% 424
2015
Q3 		$656K Buy
7,389
+3,984
+117% +$387K 0.01% 299
2015
Q2 		$343K Sell
3,405
-699
-17% -$71.3K 0.01% 435
2015
Q1 		$398K Buy
+4,104
New +$381K 0.01% 286

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Assured Investment Management's INTU Position: Q2 2019 in Review

Assured Investment Management sold out of Intuit (INTU) in Q2 2019, closing a stake of 31,679 shares — an estimated $8.28M sold.

Assured Investment Management first reported a position in INTU in Q1 2015 and held it in 15 quarters. The position peaked at $14.5M in Q4 2017. 998 funds tracked by Wall St. Rank hold INTU as of Q2 2019.

  • Assured Investment Management reported no remaining Intuit position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 31,679 Intuit shares in Q2 2019, an estimated $8.28M.
  • Assured Investment Management first reported a position in Intuit in Q1 2015 and held it in 15 quarters.
  • Assured Investment Management's Intuit position peaked at $14.5M in Q4 2017.
  • 998 funds tracked by Wall St. Rank held Intuit as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.