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Genesee Valley Trust’s Intuit INTU Stock Holding History

Genesee Valley Trust’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
2013
Q4 		– Sell
-6,440
Closed -$427K – 318
2013
Q3 		$427K Buy
6,440
+658
+11% +$42.4K 0.32% 88
2013
Q2 		$353K Buy
+5,782
New +$350K 0.28% 105

Other funds holding INTU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Genesee Valley Trust's INTU Position: Q4 2013 in Review

Genesee Valley Trust sold out of Intuit (INTU) in Q4 2013, closing a stake of 6,440 shares — an estimated $427K sold.

Genesee Valley Trust first reported a position in INTU in Q2 2013 and held it in 2 quarters. The position peaked at $427K in Q3 2013. 540 funds tracked by Wall St. Rank hold INTU as of Q4 2013.

  • Genesee Valley Trust reported no remaining Intuit position as of Q4 2013 after selling out during the quarter.
  • Genesee Valley Trust sold 6,440 Intuit shares in Q4 2013, an estimated $427K.
  • Genesee Valley Trust first reported a position in Intuit in Q2 2013 and held it in 2 quarters.
  • Genesee Valley Trust's Intuit position peaked at $427K in Q3 2013.
  • 540 funds tracked by Wall St. Rank held Intuit as of Q4 2013.

Based on Genesee Valley Trust's 13F filing for Q4 2013, filed 12 Feb 2014.