Halpern Financial’s Intuit INTU Stock Holding History

Halpern Financial’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
2020 Q1	–	Sell	-20	Closed	-$5.24K	–	174
2019 Q4	$5.24K	Buy	+20	New	+$5.23K	﹤0.01%	149

Other funds holding INTU

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Halpern Financial's INTU Position: Q1 2020 in Review

Halpern Financial sold out of Intuit (INTU) in Q1 2020, closing a stake of 20 shares — an estimated $5.24K sold.

Halpern Financial first reported a position in INTU in Q4 2019 and held it in 1 quarter. The position peaked at $5.24K in Q4 2019. 1,051 funds tracked by Wall St. Rank hold INTU as of Q1 2020.

Halpern Financial reported no remaining Intuit position as of Q1 2020 after selling out during the quarter.
Halpern Financial sold 20 Intuit shares in Q1 2020, an estimated $5.24K.
Halpern Financial first reported a position in Intuit in Q4 2019 and held it in 1 quarter.
Halpern Financial's Intuit position peaked at $5.24K in Q4 2019.
1,051 funds tracked by Wall St. Rank held Intuit as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.