Oakbrook Investments’s Intuit INTU Stock Holding History

Oakbrook Investments’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 Q1	–	Sell	-4,675	Closed	-$1.23M	–	294
2019 Q4	$1.23M	Sell	4,675 -3,125	-40%	-$817K	0.25%	82
2019 Q3	$2.07M	Sell	7,800 -8,275	-51%	-$2.28M	0.13%	106
2019 Q2	$4.2M	Buy	16,075 +2,050	+15%	+$521K	0.25%	68
2019 Q1	$3.67M	Buy	+14,025	New	+$3.24M	0.22%	71
2018 Q4	–	Sell	-14,812	Closed	-$3.37M	–	613
2018 Q3	$3.37M	Buy	14,812 +5,300	+56%	+$1.14M	0.19%	88
2018 Q2	$1.94M	Sell	9,512 -12,088	-56%	-$2.32M	0.12%	124
2018 Q1	$3.74M	Buy	21,600 +650	+3%	+$109K	0.23%	70
2017 Q4	$3.31M	Sell	20,950 -475	-2%	-$72.4K	0.21%	74
2017 Q3	$3.04M	Buy	21,425 +11,600	+118%	+$1.6M	0.2%	91
2017 Q2	$1.3M	Sell	9,825 -11,450	-54%	-$1.48M	0.09%	171
2017 Q1	$2.47M	Sell	21,275 -600	-3%	-$71.9K	0.16%	115
2016 Q4	$2.51M	Sell	21,875 -4,425	-17%	-$495K	0.16%	111
2016 Q3	$2.89M	Buy	+26,300	New	+$2.94M	0.18%	110
2014 Q3	–	Sell	-44,850	Closed	-$3.61M	–	564
2014 Q2	$3.61M	Buy	+44,850	New	+$3.46M	0.11%	193

Other funds holding INTU

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return