CSat Investment Advisory’s Intuit INTU Stock Holding History

CSat Investment Advisory’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	$8K	Buy	21 +5	+31%	+$1.93K	0.01%	471
2020 Q4	$6K	Sell	16 -1,357	-99%	-$477K	0.01%	471
2020 Q3	$448K	Buy	1,373 +116	+9%	+$36.3K	0.04%	184
2020 Q2	$372K	Sell	1,257 -26	-2%	-$7.13K	0.05%	211
2020 Q1	$295K	Buy	1,283 +435	+51%	+$118K	0.06%	191
2019 Q4	$222K	Buy	848 +214	+34%	+$56K	0.06%	222
2019 Q3	$169K	Buy	634 +77	+14%	+$21.2K	0.05%	233
2019 Q2	$146K	Buy	557 +539	+2,994%	+$137K	0.05%	230
2019 Q1	$5K	Sell	18 -6	-25%	-$1.39K	﹤0.01%	500
2018 Q4	$5K	Buy	24 +7	+41%	+$1.46K	﹤0.01%	487
2018 Q3	$4K	Hold	17	–	–	﹤0.01%	485
2018 Q2	$3K	Buy	+17	New	+$3.26K	﹤0.01%	505

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 $1.02T AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's INTU Position: Q1 2021 in Review

CSat Investment Advisory increased its Intuit (INTU) stake by 31% in Q1 2021, buying an estimated $1.93K and bringing the position to 21 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #471.

CSat Investment Advisory first reported a position in INTU in Q2 2018 and has held it in 12 quarters since. The position peaked at $448K in Q3 2020. 1,334 funds tracked by Wall St. Rank hold INTU as of Q1 2021.

CSat Investment Advisory held 21 shares of Intuit worth $8K as of Q1 2021.
CSat Investment Advisory bought 5 Intuit shares in Q1 2021, an estimated $1.93K.
Intuit made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #471 holding.
CSat Investment Advisory first reported a position in Intuit in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Intuit position peaked at $448K in Q3 2020.
1,334 funds tracked by Wall St. Rank held Intuit as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.