PJB
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Paul John Balson’s Intuit INTU Stock Holding History

Paul John Balson’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 		$556K Buy
1,463
+3
+0.2% +$1.05K 0.11% 51
2020
Q3 		$476K Buy
1,460
+352
+32% +$110K 0.12% 48
2020
Q2 		$328K Buy
1,108
+3
+0.3% +$823 0.12% 55
2020
Q1 		$254K Buy
+1,105
New +$299K 0.14% 52

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paul John Balson's INTU Position: Q4 2020 in Review

Paul John Balson increased its Intuit (INTU) stake by 0.21% in Q4 2020, buying an estimated $1.05K and bringing the position to 1,463 shares worth $556K. The position accounts for 0.11% of the portfolio, ranked #51.

Paul John Balson first reported a position in INTU in Q1 2020 and has held it in 4 quarters since. 1,311 funds tracked by Wall St. Rank hold INTU as of Q4 2020.

  • Paul John Balson held 1,463 shares of Intuit worth $556K as of Q4 2020.
  • Paul John Balson bought 3 Intuit shares in Q4 2020, an estimated $1.05K.
  • Intuit made up 0.11% of Paul John Balson's portfolio in Q4 2020, its #51 holding.
  • Paul John Balson first reported a position in Intuit in Q1 2020 and has held it in 4 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Intuit as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.