Marshwinds Advisory’s Intuit INTU Stock Holding History

Marshwinds 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	$5.32M	Buy	27,045 +1	+0%	+$208	2.85%	3
2018 Q3	$6.15M	Sell	27,044 -500	-2%	-$107K	2.81%	3
2018 Q2	$5.63M	Sell	27,544 -100	-0.4%	-$19.2K	2.66%	3
2018 Q1	$4.79M	Buy	27,644 +1	+0%	+$168	2.28%	5
2017 Q4	$4.36M	Hold	27,643	–	–	2.02%	11
2017 Q3	$3.93M	Buy	27,643 +1	+0%	+$138	1.82%	18
2017 Q2	$3.67M	Hold	27,642	–	–	1.74%	18
2017 Q1	$3.21M	Sell	27,642 -339	-1%	-$40.6K	1.49%	24
2016 Q4	$3.21M	Hold	27,981	–	–	1.53%	24
2016 Q3	$3.08M	Buy	27,981 +1	+0%	+$112	1.5%	22
2016 Q2	$3.12M	Hold	27,980	–	–	1.52%	25
2016 Q1	$2.91M	Buy	27,980 +1	+0%	+$97	1.49%	23
2015 Q4	$2.7M	Buy	27,979 +1	+0%	+$97	1.41%	25
2015 Q3	$2.48M	Sell	27,978 -345	-1%	-$33.5K	1.33%	29
2015 Q2	$2.85M	Sell	28,323 -100	-0.4%	-$10.2K	1.44%	23
2015 Q1	$2.76M	Sell	28,423 -299	-1%	-$27.8K	1.3%	27
2014 Q4	$2.65M	Sell	28,722 -1,000	-3%	-$88.9K	1.25%	27
2014 Q3	$2.6M	Sell	29,722 -74	-0.2%	-$6.15K	1.29%	24
2014 Q2	$2.4M	Sell	29,796 -300	-1%	-$23.1K	1.15%	28
2014 Q1	$2.34M	Sell	30,096 -19	-0.1%	-$1.45K	1.18%	29
2013 Q4	$2.3M	Hold	30,115	–	–	1.22%	28
2013 Q3	$2M	Buy	30,115 +1	+0%	+$64	1.15%	29
2013 Q2	$1.84M	Buy	+30,114	New	+$1.82M	1.09%	29

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

Marshwinds Advisory's INTU Position: Q4 2018 in Review

Marshwinds Advisory increased its Intuit (INTU) stake by 0% in Q4 2018, buying an estimated $208 and bringing the position to 27,045 shares worth $5.32M. The position accounts for 2.85% of the portfolio, ranked #3.

Marshwinds Advisory first reported a position in INTU in Q2 2013 and has held it in 23 quarters since. The position peaked at $6.15M in Q3 2018. 908 funds tracked by Wall St. Rank hold INTU as of Q4 2018.

Marshwinds Advisory held 27,045 shares of Intuit worth $5.32M as of Q4 2018.
Marshwinds Advisory bought 1 Intuit share in Q4 2018, an estimated $208.
Intuit made up 2.85% of Marshwinds Advisory's portfolio in Q4 2018, its #3 holding.
Marshwinds Advisory first reported a position in Intuit in Q2 2013 and has held it in 23 quarters since.
Marshwinds Advisory's Intuit position peaked at $6.15M in Q3 2018.
908 funds tracked by Wall St. Rank held Intuit as of Q4 2018.

Based on Marshwinds Advisory's 13F filing for Q4 2018, filed 7 Jan 2019.