BP’s Intuit INTU Stock Holding History

BP’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	–	Sell	-6,358	Closed	-$3.12M	–	260
2021 Q2	$3.12M	Sell	6,358 -2,377	-27%	-$1.03M	0.13%	122
2021 Q1	$3.35M	Sell	8,735 -2,026	-19%	-$780K	0.12%	130
2020 Q4	$4.09M	Sell	10,761 -11,439	-52%	-$4.02M	0.12%	122
2020 Q3	$7.24M	Sell	22,200 -1,800	-8%	-$563K	0.18%	122
2020 Q2	$7.11M	Sell	24,000 -11,000	-31%	-$3.02M	0.26%	81
2020 Q1	$8.05M	Buy	35,000 +9,900	+39%	+$2.68M	0.34%	65
2019 Q4	$6.57M	Hold	25,100	–	–	0.22%	106
2019 Q3	$6.67M	Buy	25,100 +100	+0.4%	+$27.5K	0.25%	98
2019 Q2	$6.53M	Sell	25,000 -1,000	-4%	-$254K	0.24%	99
2019 Q1	$6.8M	Hold	26,000	–	–	0.26%	101
2018 Q4	$5.12M	Sell	26,000 -4,000	-13%	-$832K	0.21%	117
2018 Q3	$6.82M	Sell	30,000 -16,000	-35%	-$3.44M	0.21%	116
2018 Q2	$9.4M	Buy	46,000 +16,000	+53%	+$3.07M	0.3%	80
2018 Q1	$5.2M	Hold	30,000	–	–	0.19%	143
2017 Q4	$4.74M	Hold	30,000	–	–	0.17%	158
2017 Q3	$4.26M	Hold	30,000	–	–	0.15%	179
2017 Q2	$3.98M	Hold	30,000	–	–	0.15%	190
2017 Q1	$3.48M	Hold	30,000	–	–	0.13%	195
2016 Q4	$3.44M	Hold	30,000	–	–	0.13%	206
2016 Q3	$3.3M	Hold	30,000	–	–	0.13%	203
2016 Q2	$3.35M	Buy	+30,000	New	+$3.14M	0.13%	195
2015 Q3	–	Sell	-39,000	Closed	-$3.93M	–	286
2015 Q2	$3.93M	Hold	39,000	–	–	0.15%	188
2015 Q1	$3.78M	Hold	39,000	–	–	0.12%	208
2014 Q4	$3.6M	Buy	39,000 +6,000	+18%	+$534K	0.09%	216
2014 Q3	$2.89M	Buy	33,000 +3,000	+10%	+$249K	0.08%	223
2014 Q2	$2.42M	Hold	30,000	–	–	0.08%	221
2014 Q1	$2.33M	Buy	+30,000	New	+$2.29M	0.08%	226

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BP's INTU Position: Q3 2021 in Review

BP sold out of Intuit (INTU) in Q3 2021, closing a stake of 6,358 shares — an estimated $3.12M sold.

BP first reported a position in INTU in Q1 2014 and held it in 27 quarters. The position peaked at $9.4M in Q2 2018. 1,445 funds tracked by Wall St. Rank hold INTU as of Q3 2021.

BP reported no remaining Intuit position as of Q3 2021 after selling out during the quarter.
BP sold 6,358 Intuit shares in Q3 2021, an estimated $3.12M.
BP first reported a position in Intuit in Q1 2014 and held it in 27 quarters.
BP's Intuit position peaked at $9.4M in Q2 2018.
1,445 funds tracked by Wall St. Rank held Intuit as of Q3 2021.

Based on BP's 13F filing for Q3 2021, filed 10 Nov 2021.