Barrett Asset Management’s Intuit INTU Stock Holding History

Barrett Asset 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
2021 Q4	–	Sell	-10	Closed	-$5K	–	612
2021 Q3	$5K	Hold	10	–	–	﹤0.01%	447
2021 Q2	$5K	Hold	10	–	–	﹤0.01%	427
2021 Q1	$4K	Buy	+10	New	+$3.85K	﹤0.01%	413
2016 Q4	–	Sell	-75	Closed	-$8K	–	377
2016 Q3	$8K	Hold	75	–	–	﹤0.01%	299
2016 Q2	$8K	Sell	75 -25	-25%	-$2.61K	﹤0.01%	299
2016 Q1	$10K	Hold	100	–	–	﹤0.01%	316
2015 Q4	$10K	Hold	100	–	–	﹤0.01%	283
2015 Q3	$9K	Sell	100 -50	-33%	-$4.85K	﹤0.01%	277
2015 Q2	$15K	Hold	150	–	–	﹤0.01%	269
2015 Q1	$15K	Sell	150 -3,000	-95%	-$279K	﹤0.01%	276
2014 Q4	$290K	Hold	3,150	–	–	0.02%	145
2014 Q3	$276K	Hold	3,150	–	–	0.02%	149
2014 Q2	$254K	Hold	3,150	–	–	0.02%	150
2014 Q1	$245K	Sell	3,150 -600	-16%	-$45.8K	0.02%	145
2013 Q4	$286K	Hold	3,750	–	–	0.03%	139
2013 Q3	$249K	Hold	3,750	–	–	0.02%	143
2013 Q2	$229K	Buy	+3,750	New	+$227K	0.02%	140

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Barrett Asset Management's INTU Position: Q4 2021 in Review

Barrett Asset Management sold out of Intuit (INTU) in Q4 2021, closing a stake of 10 shares — an estimated $5K sold.

Barrett Asset Management first reported a position in INTU in Q2 2013 and held it in 17 quarters. The position peaked at $290K in Q4 2014. 1,666 funds tracked by Wall St. Rank hold INTU as of Q4 2021.

Barrett Asset Management reported no remaining Intuit position as of Q4 2021 after selling out during the quarter.
Barrett Asset Management sold 10 Intuit shares in Q4 2021, an estimated $5K.
Barrett Asset Management first reported a position in Intuit in Q2 2013 and held it in 17 quarters.
Barrett Asset Management's Intuit position peaked at $290K in Q4 2014.
1,666 funds tracked by Wall St. Rank held Intuit as of Q4 2021.

Based on Barrett Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.