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Herndon Capital Management’s Intuit INTU Stock Holding History

Herndon Capital Management’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
2016
Q4 		– Sell
-24
Closed -$3K – 377
2016
Q3 		$3K Hold
24
– – ﹤0.01% 319
2016
Q2 		$3K Buy
+24
New +$2.51K ﹤0.01% 323

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State Street
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BIT
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Herndon Capital Management's INTU Position: Q4 2016 in Review

Herndon Capital Management sold out of Intuit (INTU) in Q4 2016, closing a stake of 24 shares — an estimated $3K sold.

Herndon Capital Management first reported a position in INTU in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 692 funds tracked by Wall St. Rank hold INTU as of Q4 2016.

  • Herndon Capital Management reported no remaining Intuit position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 24 Intuit shares in Q4 2016, an estimated $3K.
  • Herndon Capital Management first reported a position in Intuit in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's Intuit position peaked at $3K in Q3 2016.
  • 692 funds tracked by Wall St. Rank held Intuit as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.