SNT
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Security National Trust’s Intuit INTU Stock Holding History

Security National Trust’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 		– Sell
-700
Closed -$207K – 417
2020
Q2 		$207K Hold
700
– – 0.06% 147
2020
Q1 		$161K Buy
700
+150
+27% +$40.6K 0.06% 155
2019
Q4 		$144K Buy
550
+200
+57% +$52.3K 0.04% 187
2019
Q3 		$93K Hold
350
– – 0.03% 211
2019
Q2 		$91K Hold
350
– – 0.03% 216
2019
Q1 		$91K Buy
+350
New +$80.9K 0.03% 213

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Security National Trust's INTU Position: Q3 2020 in Review

Security National Trust sold out of Intuit (INTU) in Q3 2020, closing a stake of 700 shares — an estimated $207K sold.

Security National Trust first reported a position in INTU in Q1 2019 and held it in 6 quarters. The position peaked at $207K in Q2 2020. 1,176 funds tracked by Wall St. Rank hold INTU as of Q3 2020.

  • Security National Trust reported no remaining Intuit position as of Q3 2020 after selling out during the quarter.
  • Security National Trust sold 700 Intuit shares in Q3 2020, an estimated $207K.
  • Security National Trust first reported a position in Intuit in Q1 2019 and held it in 6 quarters.
  • Security National Trust's Intuit position peaked at $207K in Q2 2020.
  • 1,176 funds tracked by Wall St. Rank held Intuit as of Q3 2020.

Based on Security National Trust's 13F filing for Q3 2020, filed 10 Nov 2020.