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Bredin Investment’s Intuit INTU Stock Holding History

Bredin Investment’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
2019
Q4 		$858K Hold
3,275
– – 0.7% 40
2019
Q3 		$871K Hold
3,275
– – 0.76% 37
2019
Q2 		$922K Hold
3,275
– – 0.8% 36
2019
Q1 		$856K Hold
3,275
– – 0.75% 32
2018
Q4 		$645K Hold
3,275
– – 0.61% 39
2018
Q3 		$745K Hold
3,275
– – 0.61% 39
2018
Q2 		$669K Hold
3,275
– – 0.51% 39
2018
Q1 		$568K Hold
3,275
– – 0.49% 42
2017
Q4 		$520K Buy
+3,275
New +$499K 0.42% 47

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bredin Investment's INTU Position: Q4 2019 in Review

Bredin Investment held its Intuit (INTU) position steady in Q4 2019 at 3,275 shares worth $858K. The position accounts for 0.7% of the portfolio, ranked #40.

Bredin Investment first reported a position in INTU in Q4 2017 and has held it in 9 quarters since. The position peaked at $922K in Q2 2019. 1,087 funds tracked by Wall St. Rank hold INTU as of Q4 2019.

  • Bredin Investment held 3,275 shares of Intuit worth $858K as of Q4 2019.
  • Bredin Investment left its Intuit share count unchanged in Q4 2019.
  • Intuit made up 0.7% of Bredin Investment's portfolio in Q4 2019, its #40 holding.
  • Bredin Investment first reported a position in Intuit in Q4 2017 and has held it in 9 quarters since.
  • Bredin Investment's Intuit position peaked at $922K in Q2 2019.
  • 1,087 funds tracked by Wall St. Rank held Intuit as of Q4 2019.

Based on Bredin Investment's 13F filing for Q4 2019, filed 6 Feb 2020.