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Guardian Investor Services’s Intuit INTU Stock Holding History

Guardian Investor Services’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
Q1 		$185K Sell
1,912
-63
-3% -$5.85K 0.15% 177
2014
Q4 		$182K Sell
1,975
-38
-2% -$3.38K 0.14% 172
2014
Q3 		$176K Sell
2,013
-95
-5% -$7.89K 0.14% 176
2014
Q2 		$170K Sell
2,108
-89
-4% -$6.87K 0.13% 188
2014
Q1 		$171K Sell
2,197
-182
-8% -$13.9K 0.13% 186
2013
Q4 		$182K Buy
2,379
+142
+6% +$10.2K 0.14% 179
2013
Q3 		$148K Sell
2,237
-27
-1% -$1.74K 0.12% 193
2013
Q2 		$138K Buy
+2,264
New +$137K 0.12% 203

Other funds holding INTU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Guardian Investor Services's INTU Position: Q1 2015 in Review

Guardian Investor Services reduced its Intuit (INTU) stake by 3.2% in Q1 2015, selling an estimated $5.85K and leaving 1,912 shares worth $185K. The position accounts for 0.15% of the portfolio, ranked #177.

Guardian Investor Services first reported a position in INTU in Q2 2013 and has held it in 8 quarters since. 603 funds tracked by Wall St. Rank hold INTU as of Q1 2015.

  • Guardian Investor Services held 1,912 shares of Intuit worth $185K as of Q1 2015.
  • Guardian Investor Services sold 63 Intuit shares in Q1 2015, an estimated $5.85K.
  • Intuit made up 0.15% of Guardian Investor Services's portfolio in Q1 2015, its #177 holding.
  • Guardian Investor Services first reported a position in Intuit in Q2 2013 and has held it in 8 quarters since.
  • 603 funds tracked by Wall St. Rank held Intuit as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.