Lenox Wealth Management’s Intuit INTU Stock Holding History

Lenox Wealth 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
2018 Q1	–	Sell	-311	Closed	-$10K	–	487
2017 Q4	$10K	Buy	+311	New	+$47.4K	﹤0.01%	388

Other funds holding INTU

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

TCIM

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lenox Wealth Management's INTU Position: Q1 2018 in Review

Lenox Wealth Management sold out of Intuit (INTU) in Q1 2018, closing a stake of 311 shares — an estimated $10K sold.

Lenox Wealth Management first reported a position in INTU in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 794 funds tracked by Wall St. Rank hold INTU as of Q1 2018.

Lenox Wealth Management reported no remaining Intuit position as of Q1 2018 after selling out during the quarter.
Lenox Wealth Management sold 311 Intuit shares in Q1 2018, an estimated $10K.
Lenox Wealth Management first reported a position in Intuit in Q4 2017 and held it in 1 quarter.
Lenox Wealth Management's Intuit position peaked at $10K in Q4 2017.
794 funds tracked by Wall St. Rank held Intuit as of Q1 2018.

Based on Lenox Wealth Management's 13F filing for Q1 2018, filed 26 Apr 2018.