Kaizen Advisory’s Intuit INTU Stock Holding History

Kaizen Advisory’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
2018 Q4	$961K	Sell	4,880 -678	-12%	-$141K	0.67%	14
2018 Q3	$1.26M	Sell	5,558 -1,514	-21%	-$325K	0.66%	13
2018 Q2	$1.45M	Buy	7,072 +5,205	+279%	+$998K	0.73%	18
2018 Q1	$324K	Buy	1,867 +1,631	+691%	+$274K	0.32%	18
2017 Q4	$37K	Buy	+236	New	+$36K	0.02%	224

Other funds holding INTU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kaizen Advisory's INTU Position: Q4 2018 in Review

Kaizen Advisory reduced its Intuit (INTU) stake by 12% in Q4 2018, selling an estimated $141K and leaving 4,880 shares worth $961K. The position accounts for 0.67% of the portfolio, ranked #14.

Kaizen Advisory first reported a position in INTU in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.45M in Q2 2018. 907 funds tracked by Wall St. Rank hold INTU as of Q4 2018.

Kaizen Advisory held 4,880 shares of Intuit worth $961K as of Q4 2018.
Kaizen Advisory sold 678 Intuit shares in Q4 2018, an estimated $141K.
Intuit made up 0.67% of Kaizen Advisory's portfolio in Q4 2018, its #14 holding.
Kaizen Advisory first reported a position in Intuit in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Intuit position peaked at $1.45M in Q2 2018.
907 funds tracked by Wall St. Rank held Intuit as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.