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Epstein & White Financial’s Intuit INTU Stock Holding History

Epstein & White Financial’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
Q2 		$784K Hold
1,600
– – 0.21% 31
2021
Q1 		$613K Hold
1,600
– – 0.18% 33
2020
Q4 		$608K Buy
+1,600
New +$562K 0.19% 29

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

Epstein & White Financial's INTU Position: Q2 2021 in Review

Epstein & White Financial held its Intuit (INTU) position steady in Q2 2021 at 1,600 shares worth $784K. The position accounts for 0.21% of the portfolio, ranked #31.

Epstein & White Financial first reported a position in INTU in Q4 2020 and has held it in 3 quarters since. 1,380 funds tracked by Wall St. Rank hold INTU as of Q2 2021.

  • Epstein & White Financial held 1,600 shares of Intuit worth $784K as of Q2 2021.
  • Epstein & White Financial left its Intuit share count unchanged in Q2 2021.
  • Intuit made up 0.21% of Epstein & White Financial's portfolio in Q2 2021, its #31 holding.
  • Epstein & White Financial first reported a position in Intuit in Q4 2020 and has held it in 3 quarters since.
  • 1,380 funds tracked by Wall St. Rank held Intuit as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.