LAM
INTU icon

Lebenthal Asset Management’s Intuit INTU Stock Holding History

Lebenthal Asset 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
-49
Closed -$5K – 484
2016
Q3 		$5K Buy
+49
New +$5.48K ﹤0.01% 841

Other funds holding INTU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
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

Lebenthal Asset Management's INTU Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Intuit (INTU) in Q4 2016, closing a stake of 49 shares — an estimated $5K sold.

Lebenthal Asset Management first reported a position in INTU in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 693 funds tracked by Wall St. Rank hold INTU as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Intuit position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 49 Intuit shares in Q4 2016, an estimated $5K.
  • Lebenthal Asset Management first reported a position in Intuit in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Intuit position peaked at $5K in Q3 2016.
  • 693 funds tracked by Wall St. Rank held Intuit as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.