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Princeton Portfolio Strategies Group’s Intuit INTU Stock Holding History

Princeton Portfolio Strategies Group’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
2021
Q2 		$7.58M Buy
15,468
+430
+3% +$186K 1.47% 29
2021
Q1 		$5.76M Buy
15,038
+783
+5% +$301K 1.12% 30
2020
Q4 		$5.42M Sell
14,255
-100
-0.7% -$35.1K 1.07% 33
2020
Q3 		$4.68M Buy
+14,355
New +$4.49M 1.02% 32

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

Princeton Portfolio Strategies Group's INTU Position: Q2 2021 in Review

Princeton Portfolio Strategies Group increased its Intuit (INTU) stake by 2.9% in Q2 2021, buying an estimated $186K and bringing the position to 15,468 shares worth $7.58M. The position accounts for 1.47% of the portfolio, ranked #29.

Princeton Portfolio Strategies Group first reported a position in INTU in Q3 2020 and has held it in 4 quarters since. 1,377 funds tracked by Wall St. Rank hold INTU as of Q2 2021.

  • Princeton Portfolio Strategies Group held 15,468 shares of Intuit worth $7.58M as of Q2 2021.
  • Princeton Portfolio Strategies Group bought 430 Intuit shares in Q2 2021, an estimated $186K.
  • Intuit made up 1.47% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #29 holding.
  • Princeton Portfolio Strategies Group first reported a position in Intuit in Q3 2020 and has held it in 4 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Intuit as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.