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Homrich & Berg’s Intuit INTU Stock Holding History

Homrich & Berg’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
2021
Q3 		$492K Buy
912
+40
+5% +$21.6K 0.01% 302
2021
Q2 		$428K Sell
872
-4
-0.5% -$1.73K 0.01% 314
2021
Q1 		$336K Buy
876
+113
+15% +$43.5K 0.01% 318
2020
Q4 		$290K Sell
763
-191
-20% -$67.1K 0.01% 327
2020
Q3 		$311K Buy
954
+10
+1% +$3.13K 0.01% 264
2020
Q2 		$280K Sell
944
-21
-2% -$5.76K 0.01% 257
2020
Q1 		$222K Buy
965
+20
+2% +$5.42K 0.01% 271
2019
Q4 		$248K Buy
+945
New +$247K 0.01% 316

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Homrich & Berg's INTU Position: Q3 2021 in Review

Homrich & Berg increased its Intuit (INTU) stake by 4.6% in Q3 2021, buying an estimated $21.6K and bringing the position to 912 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #302.

Homrich & Berg first reported a position in INTU in Q4 2019 and has held it in 8 quarters since. 1,444 funds tracked by Wall St. Rank hold INTU as of Q3 2021.

  • Homrich & Berg held 912 shares of Intuit worth $492K as of Q3 2021.
  • Homrich & Berg bought 40 Intuit shares in Q3 2021, an estimated $21.6K.
  • Intuit made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #302 holding.
  • Homrich & Berg first reported a position in Intuit in Q4 2019 and has held it in 8 quarters since.
  • 1,444 funds tracked by Wall St. Rank held Intuit as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.