Rowland Carmichael Advisors’s Intuit INTU Stock Holding History

Rowland Carmichael Advisors’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	$699K	Hold	1,841	–	–	0.22%	103
2020 Q3	$601K	Buy	+1,841	New	+$576K	0.24%	111

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rowland Carmichael Advisors's INTU Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Intuit (INTU) position steady in Q4 2020 at 1,841 shares worth $699K. The position accounts for 0.22% of the portfolio, ranked #103.

Rowland Carmichael Advisors first reported a position in INTU in Q3 2020 and has held it in 2 quarters since. 1,311 funds tracked by Wall St. Rank hold INTU as of Q4 2020.

Rowland Carmichael Advisors held 1,841 shares of Intuit worth $699K as of Q4 2020.
Rowland Carmichael Advisors left its Intuit share count unchanged in Q4 2020.
Intuit made up 0.22% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #103 holding.
Rowland Carmichael Advisors first reported a position in Intuit in Q3 2020 and has held it in 2 quarters since.
1,311 funds tracked by Wall St. Rank held Intuit as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.