EverPoint Asset Management’s Intuit INTU Stock Holding History

EverPoint Asset 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
2016 Q4	$5.04M	Buy	+44,000	New	+$4.93M	0.09%	249
2016 Q2	–	Sell	-15,000	Closed	-$1.56M	–	445
2016 Q1	$1.56M	Buy	+15,000	New	+$1.45M	0.03%	357
2015 Q3	–	Sell	-37,500	Closed	-$3.78M	–	469
2015 Q2	$3.78M	Buy	37,500 +12,500	+50%	+$1.28M	0.07%	321
2015 Q1	$2.42M	Sell	25,000 -40,000	-62%	-$3.72M	0.05%	391
2014 Q4	$5.99M	Buy	65,000 +64,730	+23,974%	+$5.76M	0.13%	226
2014 Q3	$24K	Buy	+270	New	+$22.4K	﹤0.01%	417

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

TCIM

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EverPoint Asset Management's INTU Position: Q4 2016 in Review

EverPoint Asset Management opened a new position in Intuit (INTU) in Q4 2016: 44,000 shares worth $5.04M. The stake represents 0.09% of the portfolio and ranks #249 among its holdings. This is a return to the name: EverPoint Asset Management previously reported a position in INTU as recently as Q1 2016.

EverPoint Asset Management first reported a position in INTU in Q3 2014 and has held it in 6 quarters since. The position peaked at $5.99M in Q4 2014. 692 funds tracked by Wall St. Rank hold INTU as of Q4 2016.

EverPoint Asset Management held 44,000 shares of Intuit worth $5.04M as of Q4 2016.
Intuit was a new EverPoint Asset Management position in Q4 2016.
Intuit made up 0.09% of EverPoint Asset Management's portfolio in Q4 2016, its #249 holding.
EverPoint Asset Management first reported a position in Intuit in Q3 2014 and has held it in 6 quarters since.
EverPoint Asset Management's Intuit position peaked at $5.99M in Q4 2014.
692 funds tracked by Wall St. Rank held Intuit as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.