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Perennial Investment Partners’s Intuit INTU Stock Holding History

Perennial Investment Partners’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
2014
Q4 		– Sell
-22,774
Closed -$2M – 34
2014
Q3 		$2M Hold
22,774
– – 1.12% 39
2014
Q2 		$1.83M Sell
22,774
-4,000
-15% -$309K 0.84% 53
2014
Q1 		$2.08M Hold
26,774
– – 0.59% 51
2013
Q4 		$2.04M Sell
26,774
-11,500
-30% -$826K 0.59% 50
2013
Q3 		$2.54M Hold
38,274
– – 0.65% 53
2013
Q2 		$2.34M Buy
+38,274
New +$2.31M 0.6% 46

Other funds holding INTU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Perennial Investment Partners's INTU Position: Q4 2014 in Review

Perennial Investment Partners sold out of Intuit (INTU) in Q4 2014, closing a stake of 22,774 shares — an estimated $2M sold.

Perennial Investment Partners first reported a position in INTU in Q2 2013 and held it in 6 quarters. The position peaked at $2.54M in Q3 2013. 598 funds tracked by Wall St. Rank hold INTU as of Q4 2014.

  • Perennial Investment Partners reported no remaining Intuit position as of Q4 2014 after selling out during the quarter.
  • Perennial Investment Partners sold 22,774 Intuit shares in Q4 2014, an estimated $2M.
  • Perennial Investment Partners first reported a position in Intuit in Q2 2013 and held it in 6 quarters.
  • Perennial Investment Partners's Intuit position peaked at $2.54M in Q3 2013.
  • 598 funds tracked by Wall St. Rank held Intuit as of Q4 2014.

Based on Perennial Investment Partners's 13F filing for Q4 2014.