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CPWM LLC’s Intuit INTU Stock Holding History

CPWM LLC’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
2021
Q1 		– Sell
-598
Closed -$227K – 338
2020
Q4 		$227K Buy
+598
New +$210K 0.02% 285
2019
Q4 		– Sell
-999
Closed -$266K – 274
2019
Q3 		$266K Sell
999
-4
-0.4% -$1.1K 0.03% 238
2019
Q2 		$262K Buy
1,003
+21
+2% +$5.34K 0.04% 233
2019
Q1 		$257K Buy
+982
New +$227K 0.04% 233
2018
Q4 		– Sell
-1,009
Closed -$229K – 274
2018
Q3 		$229K Buy
1,009
+12
+1% +$2.58K 0.03% 269
2018
Q2 		$204K Buy
+997
New +$191K 0.03% 279

Other funds holding INTU

BlackRock
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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return