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Berman Capital Advisors’s Intuit INTU Stock Holding History

Berman Capital Advisors’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
Q3 		$480K Buy
889
+89
+11% +$48K 0.08% 138
2021
Q2 		$392K Buy
800
+136
+20% +$59K 0.06% 146
2021
Q1 		$254K Buy
664
+168
+34% +$64.7K 0.05% 166
2020
Q4 		$188K Buy
496
+14
+3% +$4.92K 0.05% 174
2020
Q3 		$156K Buy
482
+2
+0.4% +$626 0.04% 174
2020
Q2 		$141K Sell
480
-2
-0.4% -$549 0.04% 182
2020
Q1 		$110K Buy
482
+140
+41% +$37.9K 0.04% 182
2019
Q4 		$89K Hold
342
– – 0.03% 236
2019
Q3 		$91K Hold
342
– – 0.03% 220
2019
Q2 		$89K Buy
342
+42
+14% +$10.7K 0.03% 219
2019
Q1 		$78K Buy
300
+122
+69% +$28.2K 0.03% 223
2018
Q4 		$34K Buy
+178
New +$37K 0.01% 292

Other funds holding INTU

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's INTU Position: Q3 2021 in Review

Berman Capital Advisors increased its Intuit (INTU) stake by 11% in Q3 2021, buying an estimated $48K and bringing the position to 889 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #138.

Berman Capital Advisors first reported a position in INTU in Q4 2018 and has held it in 12 quarters since. 1,445 funds tracked by Wall St. Rank hold INTU as of Q3 2021.

  • Berman Capital Advisors held 889 shares of Intuit worth $480K as of Q3 2021.
  • Berman Capital Advisors bought 89 Intuit shares in Q3 2021, an estimated $48K.
  • Intuit made up 0.08% of Berman Capital Advisors's portfolio in Q3 2021, its #138 holding.
  • Berman Capital Advisors first reported a position in Intuit in Q4 2018 and has held it in 12 quarters since.
  • 1,445 funds tracked by Wall St. Rank held Intuit as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.