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Capital Impact Advisors’s Intuit INTU Stock Holding History

Capital Impact 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
2020
Q4 		– Sell
-6,359
Closed -$2.07M – 112
2020
Q3 		$2.07M Hold
6,359
– – 0.61% 78
2020
Q2 		$1.88M Sell
6,359
-918
-13% -$252K 0.63% 80
2020
Q1 		$1.67M Buy
+7,277
New +$1.97M 0.7% 65
2016
Q2 		– Sell
-5,646
Closed -$587K – 229
2016
Q1 		$587K Sell
5,646
-3,902
-41% -$377K 0.28% 193
2015
Q4 		$921K Hold
9,548
– – 0.44% 81
2015
Q3 		$847K Sell
9,548
-4,642
-33% -$451K 0.43% 74
2015
Q2 		$1.43M Hold
14,190
– – 0.65% 38
2015
Q1 		$1.38M Buy
+14,190
New +$1.32M 0.63% 38

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Impact Advisors's INTU Position: Q4 2020 in Review

Capital Impact Advisors sold out of Intuit (INTU) in Q4 2020, closing a stake of 6,359 shares — an estimated $2.07M sold.

Capital Impact Advisors first reported a position in INTU in Q1 2015 and held it in 8 quarters. The position peaked at $2.07M in Q3 2020. 1,312 funds tracked by Wall St. Rank hold INTU as of Q4 2020.

  • Capital Impact Advisors reported no remaining Intuit position as of Q4 2020 after selling out during the quarter.
  • Capital Impact Advisors sold 6,359 Intuit shares in Q4 2020, an estimated $2.07M.
  • Capital Impact Advisors first reported a position in Intuit in Q1 2015 and held it in 8 quarters.
  • Capital Impact Advisors's Intuit position peaked at $2.07M in Q3 2020.
  • 1,312 funds tracked by Wall St. Rank held Intuit as of Q4 2020.

Based on Capital Impact Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.