Espalier Global Management’s Intuit INTU Stock Holding History

Espalier Global Management’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
2015 Q4	–	Sell	-50,000	Closed	-$4.44M	–	75
2015 Q3	$4.44M	Sell	50,000 -8,475	-14%	-$823K	0.72%	40
2015 Q2	$5.89M	Sell	58,475 -79,025	-57%	-$8.06M	0.96%	20
2015 Q1	$13.3M	Buy	137,500 +35,500	+35%	+$3.3M	1.35%	8
2014 Q4	$9.4M	Sell	102,000 -95,500	-48%	-$8.49M	1.56%	14
2014 Q3	$17.3M	Buy	197,500 +82,500	+72%	+$6.85M	0.92%	21
2014 Q2	$9.26M	Buy	+115,000	New	+$8.87M	0.72%	41

Other funds holding INTU

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Espalier Global Management's INTU Position: Q4 2015 in Review

Espalier Global Management sold out of Intuit (INTU) in Q4 2015, closing a stake of 50,000 shares — an estimated $4.44M sold.

Espalier Global Management first reported a position in INTU in Q2 2014 and held it in 6 quarters. The position peaked at $17.3M in Q3 2014. 631 funds tracked by Wall St. Rank hold INTU as of Q4 2015.

Espalier Global Management reported no remaining Intuit position as of Q4 2015 after selling out during the quarter.
Espalier Global Management sold 50,000 Intuit shares in Q4 2015, an estimated $4.44M.
Espalier Global Management first reported a position in Intuit in Q2 2014 and held it in 6 quarters.
Espalier Global Management's Intuit position peaked at $17.3M in Q3 2014.
631 funds tracked by Wall St. Rank held Intuit as of Q4 2015.

Based on Espalier Global Management's 13F filing for Q4 2015, filed 16 Feb 2016.