Gideon Capital Advisors’s Intuit INTU Stock Holding History

Gideon Capital Advisors’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
2019 Q4	–	Sell	-9,671	Closed	-$2.57M	–	327
2019 Q3	$2.57M	Buy	9,671 +7,704	+392%	+$2.12M	0.84%	18
2019 Q2	$514K	Buy	+1,967	New	+$500K	0.18%	175
2019 Q1	–	Sell	-5,528	Closed	-$1.09M	–	441
2018 Q4	$1.09M	Buy	+5,528	New	+$1.15M	0.44%	64
2018 Q1	–	Sell	-2,573	Closed	-$406K	–	403
2017 Q4	$406K	Buy	2,573 +1,122	+77%	+$171K	0.36%	82
2017 Q3	$206K	Sell	1,451 -1,919	-57%	-$265K	0.2%	252
2017 Q2	$448K	Sell	3,370 -3,860	-53%	-$501K	0.49%	60
2017 Q1	$839K	Buy	7,230 +1,408	+24%	+$169K	0.5%	29
2016 Q4	$668K	Buy	+5,822	New	+$652K	0.43%	41
2015 Q3	–	Sell	-11,778	Closed	-$1.19M	–	270
2015 Q2	$1.19M	Sell	11,778 -5,444	-32%	-$556K	0.49%	76
2015 Q1	$1.67M	Buy	+17,222	New	+$1.6M	0.67%	52

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Gideon Capital Advisors's INTU Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Intuit (INTU) in Q4 2019, closing a stake of 9,671 shares — an estimated $2.57M sold.

Gideon Capital Advisors first reported a position in INTU in Q1 2015 and held it in 10 quarters. The position peaked at $2.57M in Q3 2019. 1,087 funds tracked by Wall St. Rank hold INTU as of Q4 2019.

Gideon Capital Advisors reported no remaining Intuit position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 9,671 Intuit shares in Q4 2019, an estimated $2.57M.
Gideon Capital Advisors first reported a position in Intuit in Q1 2015 and held it in 10 quarters.
Gideon Capital Advisors's Intuit position peaked at $2.57M in Q3 2019.
1,087 funds tracked by Wall St. Rank held Intuit as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.