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Cerity Partners OCIO’s Intuit INTU Stock Holding History

Cerity Partners OCIO’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 		– Sell
-1,183
Closed -$315K – 342
2019
Q3 		$315K Buy
1,183
+92
+8% +$25.3K 0.02% 260
2019
Q2 		$285K Buy
1,091
+91
+9% +$23.1K 0.02% 267
2019
Q1 		$261K Buy
+1,000
New +$231K 0.01% 264
2018
Q4 		– Sell
-1,000
Closed -$227K – 311
2018
Q3 		$227K Hold
1,000
– – 0.01% 267
2018
Q2 		$204K Buy
+1,000
New +$192K 0.01% 256

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Cerity Partners OCIO's INTU Position: Q4 2019 in Review

Cerity Partners OCIO sold out of Intuit (INTU) in Q4 2019, closing a stake of 1,183 shares — an estimated $315K sold.

Cerity Partners OCIO first reported a position in INTU in Q2 2018 and held it in 5 quarters. The position peaked at $315K in Q3 2019. 1,087 funds tracked by Wall St. Rank hold INTU as of Q4 2019.

  • Cerity Partners OCIO reported no remaining Intuit position as of Q4 2019 after selling out during the quarter.
  • Cerity Partners OCIO sold 1,183 Intuit shares in Q4 2019, an estimated $315K.
  • Cerity Partners OCIO first reported a position in Intuit in Q2 2018 and held it in 5 quarters.
  • Cerity Partners OCIO's Intuit position peaked at $315K in Q3 2019.
  • 1,087 funds tracked by Wall St. Rank held Intuit as of Q4 2019.

Based on Cerity Partners OCIO's 13F filing for Q4 2019, filed 11 Feb 2020.