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Shine Investment Advisory Services’s Intuit INTU Stock Holding History

Shine Investment Advisory Services’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 		$440K Buy
1,348
+1,059
+366% +$331K 0.15% 73
2020
Q2 		$86K Buy
289
+11
+4% +$3.02K 0.03% 213
2020
Q1 		$64K Buy
278
+44
+19% +$11.9K 0.03% 236
2019
Q4 		$61K Sell
234
-10
-4% -$2.62K 0.02% 280
2019
Q3 		$65K Buy
244
+2
+0.8% +$550 0.03% 258
2019
Q2 		$63K Sell
242
-166
-41% -$42.2K 0.03% 262
2019
Q1 		$107K Sell
408
-455
-53% -$105K 0.05% 176
2018
Q4 		$170K Buy
863
+99
+13% +$20.6K 0.08% 117
2018
Q3 		$174K Sell
764
-49
-6% -$10.5K 0.09% 117
2018
Q2 		$166K Buy
813
+8
+1% +$1.53K 0.08% 120
2018
Q1 		$140K Hold
805
– – 0.07% 120
2017
Q4 		$127K Sell
805
-20
-2% -$3.05K 0.06% 135
2017
Q3 		$117K Sell
825
-101
-11% -$13.9K 0.06% 148
2017
Q2 		$123K Buy
+926
New +$120K 0.06% 130

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Shine Investment Advisory Services's INTU Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Intuit (INTU) stake by 366% in Q3 2020, buying an estimated $331K and bringing the position to 1,348 shares worth $440K. The position accounts for 0.15% of the portfolio, ranked #73.

Shine Investment Advisory Services first reported a position in INTU in Q2 2017 and has held it in 14 quarters since. 1,176 funds tracked by Wall St. Rank hold INTU as of Q3 2020.

  • Shine Investment Advisory Services held 1,348 shares of Intuit worth $440K as of Q3 2020.
  • Shine Investment Advisory Services bought 1,059 Intuit shares in Q3 2020, an estimated $331K.
  • Intuit made up 0.15% of Shine Investment Advisory Services's portfolio in Q3 2020, its #73 holding.
  • Shine Investment Advisory Services first reported a position in Intuit in Q2 2017 and has held it in 14 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Intuit as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.