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Banyan Partners’s Intuit INTU Stock Holding History

Banyan Partners’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
2014
Q3 		$1.32M Sell
15,077
-966
-6% -$80.3K 0.11% 195
2014
Q2 		$1.29M Sell
16,043
-296
-2% -$22.8K 0.11% 204
2014
Q1 		$1.27M Buy
16,339
+308
+2% +$23.5K 0.11% 199
2013
Q4 		$1.22M Buy
16,031
+11,302
+239% +$812K 0.09% 210
2013
Q3 		$313K Buy
+4,729
New +$305K 0.03% 257

Other funds holding INTU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Banyan Partners's INTU Position: Q3 2014 in Review

Banyan Partners reduced its Intuit (INTU) stake by 6% in Q3 2014, selling an estimated $80.3K and leaving 15,077 shares worth $1.32M. The position accounts for 0.11% of the portfolio, ranked #195.

Banyan Partners first reported a position in INTU in Q3 2013 and has held it in 5 quarters since. 565 funds tracked by Wall St. Rank hold INTU as of Q3 2014.

  • Banyan Partners held 15,077 shares of Intuit worth $1.32M as of Q3 2014.
  • Banyan Partners sold 966 Intuit shares in Q3 2014, an estimated $80.3K.
  • Intuit made up 0.11% of Banyan Partners's portfolio in Q3 2014, its #195 holding.
  • Banyan Partners first reported a position in Intuit in Q3 2013 and has held it in 5 quarters since.
  • 565 funds tracked by Wall St. Rank held Intuit as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.