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Beacon Trust’s Intuit INTU Stock Holding History

Beacon Trust’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
2017
Q1 		$5.38M Buy
42,880
+1,403
+3% +$168K 0.85% 50
2016
Q4 		$4.75M Buy
41,477
+20,504
+98% +$2.3M 0.78% 53
2016
Q3 		$2.31M Buy
20,973
+188
+0.9% +$21K 0.39% 86
2016
Q2 		$2.32M Buy
20,785
+8,063
+63% +$843K 0.39% 82
2016
Q1 		$1.32M Buy
+12,722
New +$1.23M 0.23% 94

Other funds holding INTU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beacon Trust's INTU Position: Q1 2017 in Review

Beacon Trust increased its Intuit (INTU) stake by 3.4% in Q1 2017, buying an estimated $168K and bringing the position to 42,880 shares worth $5.38M. The position accounts for 0.85% of the portfolio, ranked #50.

Beacon Trust first reported a position in INTU in Q1 2016 and has held it in 5 quarters since. 726 funds tracked by Wall St. Rank hold INTU as of Q1 2017.

  • Beacon Trust held 42,880 shares of Intuit worth $5.38M as of Q1 2017.
  • Beacon Trust bought 1,403 Intuit shares in Q1 2017, an estimated $168K.
  • Intuit made up 0.85% of Beacon Trust's portfolio in Q1 2017, its #50 holding.
  • Beacon Trust first reported a position in Intuit in Q1 2016 and has held it in 5 quarters since.
  • 726 funds tracked by Wall St. Rank held Intuit as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.