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Ladenburg Thalmann Financial Services’s Intuit INTU Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$3.65M Buy
18,181
+3,382
+23% +$884K 0.02% 606
2019
Q3 		$3.93M Buy
14,799
+627
+4% +$172K 0.03% 550
2019
Q2 		$3.69M Sell
14,172
-228
-2% -$57.9K 0.03% 552
2019
Q1 		$3.76M Buy
14,400
+1,781
+14% +$412K 0.03% 525
2018
Q4 		$2.48M Buy
12,619
+2,105
+20% +$438K 0.02% 583
2018
Q3 		$2.39M Sell
10,514
-19
-0.2% -$4.08K 0.02% 648
2018
Q2 		$1.82M Hold
10,533
– – 0.02% 733
2018
Q1 		$1.82M Buy
10,533
+245
+2% +$41.2K 0.02% 733
2017
Q4 		$1.62M Sell
10,288
-614
-6% -$93.6K 0.02% 796
2017
Q3 		$1.55M Sell
10,902
-278
-2% -$38.4K 0.02% 749
2017
Q2 		$1.49M Buy
11,180
+426
+4% +$55.2K 0.02% 723
2017
Q1 		$1.25M Sell
10,754
-910
-8% -$109K 0.02% 772
2016
Q4 		$1.34M Buy
11,664
+7,175
+160% +$803K 0.02% 700
2016
Q3 		$494K Sell
4,489
-2,295
-34% -$257K 0.01% 1198
2016
Q2 		$757K Buy
6,784
+2,203
+48% +$230K 0.01% 899
2016
Q1 		$477K Buy
4,581
+374
+9% +$36.1K 0.01% 1083
2015
Q4 		$404K Buy
4,207
+391
+10% +$37.8K 0.01% 1140
2015
Q3 		$339K Sell
3,816
-8,784
-70% -$853K 0.01% 1169
2015
Q2 		$1.3M Buy
12,600
+9,960
+377% +$1.02M 0.02% 574
2015
Q1 		$256K Sell
2,640
-3,067
-54% -$285K ﹤0.01% 1410
2014
Q4 		$523K Buy
5,707
+3,561
+166% +$317K 0.01% 896
2014
Q3 		$188K Sell
2,146
-161
-7% -$13.4K 0.01% 1244
2014
Q2 		$186K Buy
2,307
+72
+3% +$5.55K 0.01% 1232
2014
Q1 		$174K Buy
2,235
+204
+10% +$15.6K 0.01% 1200
2013
Q4 		$154K Buy
2,031
+392
+24% +$28.2K ﹤0.01% 1210
2013
Q3 		$115K Sell
1,639
-194
-11% -$12.5K ﹤0.01% 1311
2013
Q2 		$116K Buy
+1,833
New +$111K ﹤0.01% 1243

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Ladenburg Thalmann Financial Services's INTU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Intuit (INTU) stake by 23% in Q4 2019, buying an estimated $884K and bringing the position to 18,181 shares worth $3.65M. The position accounts for 0.02% of the portfolio, ranked #606.

Ladenburg Thalmann Financial Services first reported a position in INTU in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.93M in Q3 2019. 1,087 funds tracked by Wall St. Rank hold INTU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 18,181 shares of Intuit worth $3.65M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 3,382 Intuit shares in Q4 2019, an estimated $884K.
  • Intuit made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #606 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Intuit in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Intuit position peaked at $3.93M in Q3 2019.
  • 1,087 funds tracked by Wall St. Rank held Intuit as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.