Partnervest Advisory Services’s Intuit INTU Stock Holding History

Partnervest Advisory Services’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 Q3	$339K	Sell	1,040 -15	-1%	-$4.69K	0.11%	160
2020 Q2	$313K	Buy	1,055 +43	+4%	+$11.8K	0.12%	142
2020 Q1	$233K	Buy	+1,012	New	+$274K	0.1%	161
2014 Q3	–	Sell	-79	Closed	-$6K	–	463
2014 Q2	$6K	Hold	79	–	–	﹤0.01%	788
2014 Q1	$6K	Hold	79	–	–	﹤0.01%	760
2013 Q4	$6K	Sell	79 -28	-26%	-$2.01K	﹤0.01%	737
2013 Q3	$7K	Hold	107	–	–	﹤0.01%	717
2013 Q2	$7K	Buy	+107	New	+$6.47K	﹤0.01%	663

Other funds holding INTU

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Partnervest Advisory Services's INTU Position: Q3 2020 in Review

Partnervest Advisory Services reduced its Intuit (INTU) stake by 1.4% in Q3 2020, selling an estimated $4.69K and leaving 1,040 shares worth $339K. The position accounts for 0.11% of the portfolio, ranked #160.

Partnervest Advisory Services first reported a position in INTU in Q2 2013 and has held it in 8 quarters since. 1,176 funds tracked by Wall St. Rank hold INTU as of Q3 2020.

Partnervest Advisory Services held 1,040 shares of Intuit worth $339K as of Q3 2020.
Partnervest Advisory Services sold 15 Intuit shares in Q3 2020, an estimated $4.69K.
Intuit made up 0.11% of Partnervest Advisory Services's portfolio in Q3 2020, its #160 holding.
Partnervest Advisory Services first reported a position in Intuit in Q2 2013 and has held it in 8 quarters since.
1,176 funds tracked by Wall St. Rank held Intuit as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.