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Bridgewater Wealth & Financial Management’s Intuit INTU Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q4 		$5.21M Buy
32,996
+10,908
+49% +$1.66M 2.08% 19
2017
Q3 		$3.14M Buy
+22,088
New +$3.05M 1.29% 27

Other funds holding INTU

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bridgewater Wealth & Financial Management's INTU Position: Q4 2017 in Review

Bridgewater Wealth & Financial Management increased its Intuit (INTU) stake by 49% in Q4 2017, buying an estimated $1.66M and bringing the position to 32,996 shares worth $5.21M. The position accounts for 2.08% of the portfolio, ranked #19.

Bridgewater Wealth & Financial Management first reported a position in INTU in Q3 2017 and has held it in 2 quarters since. 779 funds tracked by Wall St. Rank hold INTU as of Q4 2017.

  • Bridgewater Wealth & Financial Management held 32,996 shares of Intuit worth $5.21M as of Q4 2017.
  • Bridgewater Wealth & Financial Management bought 10,908 Intuit shares in Q4 2017, an estimated $1.66M.
  • Intuit made up 2.08% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #19 holding.
  • Bridgewater Wealth & Financial Management first reported a position in Intuit in Q3 2017 and has held it in 2 quarters since.
  • 779 funds tracked by Wall St. Rank held Intuit as of Q4 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2017, filed 13 Feb 2018.