Signature Financial Management’s Intuit INTU Stock Holding History

Signature Financial Management’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
2018 Q4	–	Sell	-1,780	Closed	-$405K	–	149
2018 Q3	$405K	Hold	1,780	–	–	0.07%	100
2018 Q2	$364K	Hold	1,780	–	–	0.08%	104
2018 Q1	$309K	Buy	+1,780	New	+$299K	0.06%	117
2017 Q4	–	Sell	-2,222	Closed	-$316K	–	133
2017 Q3	$316K	Hold	2,222	–	–	0.1%	113
2017 Q2	$295K	Hold	2,222	–	–	0.09%	114
2017 Q1	$257K	Sell	2,222 -620	-22%	-$74.3K	0.08%	125
2016 Q4	$326K	Hold	2,842	–	–	0.12%	98
2016 Q3	$313K	Hold	2,842	–	–	0.13%	96
2016 Q2	$317K	Hold	2,842	–	–	0.15%	84
2016 Q1	$296K	Buy	2,842 +267	+10%	+$25.8K	0.14%	90
2015 Q4	$249K	Buy	+2,575	New	+$249K	0.12%	96
2015 Q3	–	Sell	-2,120	Closed	-$214K	–	106
2015 Q2	$214K	Hold	2,120	–	–	0.14%	90
2015 Q1	$206K	Buy	+2,120	New	+$197K	0.13%	91
2014 Q4	–	Sell	-2,610	Closed	-$229K	–	91
2014 Q3	$229K	Hold	2,610	–	–	0.16%	80
2014 Q2	$210K	Buy	+2,610	New	+$201K	0.16%	81

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Signature Financial Management's INTU Position: Q4 2018 in Review

Signature Financial Management sold out of Intuit (INTU) in Q4 2018, closing a stake of 1,780 shares — an estimated $405K sold.

Signature Financial Management first reported a position in INTU in Q2 2014 and held it in 15 quarters. The position peaked at $405K in Q3 2018. 908 funds tracked by Wall St. Rank hold INTU as of Q4 2018.

Signature Financial Management reported no remaining Intuit position as of Q4 2018 after selling out during the quarter.
Signature Financial Management sold 1,780 Intuit shares in Q4 2018, an estimated $405K.
Signature Financial Management first reported a position in Intuit in Q2 2014 and held it in 15 quarters.
Signature Financial Management's Intuit position peaked at $405K in Q3 2018.
908 funds tracked by Wall St. Rank held Intuit as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.