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Hennessy Advisors Inc’s Intuit INTU Stock Holding History

Hennessy Advisors Inc’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
-7,844
Closed -$2.06M – 304
2019
Q4 		$2.06M Sell
7,844
-156
-2% -$40.8K 0.1% 238
2019
Q3 		$2.13M Buy
8,000
+2,800
+54% +$770K 0.11% 229
2019
Q2 		$1.36M Buy
+5,200
New +$1.32M 0.07% 257

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Hennessy Advisors Inc's INTU Position: Q1 2020 in Review

Hennessy Advisors Inc sold out of Intuit (INTU) in Q1 2020, closing a stake of 7,844 shares — an estimated $2.06M sold.

Hennessy Advisors Inc first reported a position in INTU in Q2 2019 and held it in 3 quarters. The position peaked at $2.13M in Q3 2019. 1,051 funds tracked by Wall St. Rank hold INTU as of Q1 2020.

  • Hennessy Advisors Inc reported no remaining Intuit position as of Q1 2020 after selling out during the quarter.
  • Hennessy Advisors Inc sold 7,844 Intuit shares in Q1 2020, an estimated $2.06M.
  • Hennessy Advisors Inc first reported a position in Intuit in Q2 2019 and held it in 3 quarters.
  • Hennessy Advisors Inc's Intuit position peaked at $2.13M in Q3 2019.
  • 1,051 funds tracked by Wall St. Rank held Intuit as of Q1 2020.

Based on Hennessy Advisors Inc's 13F filing for Q1 2020, filed 14 Apr 2020.