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Morgan Dempsey Capital Management’s Intuit INTU Stock Holding History

Morgan Dempsey Capital 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
2020
Q4 		– Sell
-200
Closed -$65K – 128
2020
Q3 		$65K Sell
200
-60
-23% -$18.8K 0.02% 69
2020
Q2 		$77K Sell
260
-38
-13% -$10.4K 0.03% 69
2020
Q1 		$69K Hold
298
– – 0.03% 73
2019
Q4 		$78K Hold
298
– – 0.03% 106
2019
Q3 		$79K Hold
298
– – 0.03% 117
2019
Q2 		$78K Hold
298
– – 0.03% 119
2019
Q1 		$78K Hold
298
– – 0.03% 121
2018
Q4 		$59K Sell
298
-16
-5% -$3.33K 0.03% 132
2018
Q3 		$71K Hold
314
– – 0.03% 125
2018
Q2 		$64K Sell
314
-83
-21% -$15.9K 0.03% 129
2018
Q1 		$68.8K Sell
397
-31
-7% -$5.21K 0.03% 134
2017
Q4 		$67.5K Hold
428
– – 0.02% 135
2017
Q3 		$61K Sell
428
-225
-34% -$31.1K 0.02% 130
2017
Q2 		$87K Sell
653
-30
-4% -$3.89K 0.03% 131
2017
Q1 		$79K Buy
683
+30
+5% +$3.6K 0.03% 131
2016
Q4 		$75K Sell
653
-17
-3% -$1.9K 0.02% 134
2016
Q3 		$74K Hold
670
– – 0.02% 131
2016
Q2 		$75K Hold
670
– – 0.03% 127
2016
Q1 		$70K Sell
670
-45
-6% -$4.34K 0.03% 125
2015
Q4 		$69K Hold
715
– – 0.03% 135
2015
Q3 		$63K Sell
715
-190
-21% -$18.4K 0.02% 136
2015
Q2 		$91K Hold
905
– – 0.03% 131
2015
Q1 		$88K Sell
905
-580
-39% -$53.9K 0.02% 133
2014
Q4 		$137K Sell
1,485
-370
-20% -$32.9K 0.04% 134
2014
Q3 		$163K Buy
1,855
+350
+23% +$29.1K 0.04% 134
2014
Q2 		$121K Hold
1,505
– – 0.03% 140
2014
Q1 		$117K Sell
1,505
-1,155
-43% -$88.2K 0.03% 144
2013
Q4 		$203K Hold
2,660
– – 0.06% 131
2013
Q3 		$176K Sell
2,660
-2,000
-43% -$129K 0.06% 129
2013
Q2 		$284K Buy
+4,660
New +$282K 0.11% 115

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 $3.37T AUM 44.26% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Dempsey Capital Management's INTU Position: Q4 2020 in Review

Morgan Dempsey Capital Management sold out of Intuit (INTU) in Q4 2020, closing a stake of 200 shares — an estimated $65K sold.

Morgan Dempsey Capital Management first reported a position in INTU in Q2 2013 and held it in 30 quarters. The position peaked at $284K in Q2 2013. 1,312 funds tracked by Wall St. Rank hold INTU as of Q4 2020.

  • Morgan Dempsey Capital Management reported no remaining Intuit position as of Q4 2020 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 200 Intuit shares in Q4 2020, an estimated $65K.
  • Morgan Dempsey Capital Management first reported a position in Intuit in Q2 2013 and held it in 30 quarters.
  • Morgan Dempsey Capital Management's Intuit position peaked at $284K in Q2 2013.
  • 1,312 funds tracked by Wall St. Rank held Intuit as of Q4 2020.

Based on Morgan Dempsey Capital Management's 13F filing for Q4 2020, filed 10 Feb 2021.