Cedar Capital’s Intuit INTU Stock Holding History

Cedar Capital’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	-8,087	Closed	-$2.64M	–	117
2020 Q3	$2.64M	Sell	8,087 -3,392	-30%	-$1.06M	0.87%	44
2020 Q2	$3.4M	Sell	11,479 -170	-1%	-$46.6K	1.3%	23
2020 Q1	$2.68M	Buy	11,649 +4,130	+55%	+$1.12M	1.27%	26
2019 Q4	$1.97M	Sell	7,519 -753	-9%	-$197K	0.91%	27
2019 Q3	$2.2M	Sell	8,272 -4,431	-35%	-$1.22M	1.03%	23
2019 Q2	$3.32M	Buy	12,703 +2,076	+20%	+$528K	1.41%	16
2019 Q1	$2.78M	Buy	10,627 +1,637	+18%	+$378K	1.22%	15
2018 Q4	$1.77M	Sell	8,990 -2,444	-21%	-$509K	0.9%	27
2018 Q3	$2.6M	Buy	11,434 +3,133	+38%	+$673K	1.01%	25
2018 Q2	$1.7M	Buy	8,301 +3,700	+80%	+$710K	0.75%	34
2018 Q1	$798K	Buy	4,601 +1,885	+69%	+$317K	0.37%	52
2017 Q4	$429K	Buy	2,716 +574	+27%	+$87.5K	0.21%	75
2017 Q3	$304K	Buy	2,142 +341	+19%	+$47.1K	0.14%	82
2017 Q2	$239K	Buy	+1,801	New	+$234K	0.1%	96
2017 Q1	–	Sell	-3,319	Closed	-$380K	–	107
2016 Q4	$380K	Buy	3,319 +82	+3%	+$9.18K	0.15%	54
2016 Q3	$356K	Buy	+3,237	New	+$362K	0.13%	64

Other funds holding INTU

BlackRock New York $5.7T 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return