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Lupo Securities’s Intuit INTU Stock Holding History

Lupo Securities’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
2015
Q3 		$7K Hold
80
– – 0.05% 76
2015
Q2 		$8K Sell
80
-902
-92% -$92.1K 0.03% 63
2015
Q1 		$95K Buy
982
+152
+18% +$14.1K 0.15% 97
2014
Q4 		$76.5K Buy
+830
New +$73.8K 0.04% 141

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lupo Securities's INTU Position: Q3 2015 in Review

Lupo Securities held its Intuit (INTU) position steady in Q3 2015 at 80 shares worth $7K. The position accounts for 0.05% of the portfolio, ranked #76.

Lupo Securities first reported a position in INTU in Q4 2014 and has held it in 4 quarters since. The position peaked at $95K in Q1 2015. 606 funds tracked by Wall St. Rank hold INTU as of Q3 2015.

  • Lupo Securities held 80 shares of Intuit worth $7K as of Q3 2015.
  • Lupo Securities left its Intuit share count unchanged in Q3 2015.
  • Intuit made up 0.05% of Lupo Securities's portfolio in Q3 2015, its #76 holding.
  • Lupo Securities first reported a position in Intuit in Q4 2014 and has held it in 4 quarters since.
  • Lupo Securities's Intuit position peaked at $95K in Q1 2015.
  • 606 funds tracked by Wall St. Rank held Intuit as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.