SCM
INTU icon

Siphron Capital Management’s Intuit INTU Stock Holding History

Siphron Capital 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
2014
Q3 		$766K Sell
8,741
-100
-1% -$8.31K 2.57% 27
2014
Q2 		$712K Sell
8,841
-9,100
-51% -$702K 2.41% 27
2014
Q1 		$1.4M Sell
17,941
-3,860
-18% -$295K 2.44% 27
2013
Q4 		$1.66M Sell
21,801
-17,519
-45% -$1.26M 2.41% 28
2013
Q3 		$2.61M Buy
39,320
+150
+0.4% +$9.67K 2.43% 28
2013
Q2 		$2.39M Buy
+39,170
New +$2.37M 2.29% 26

Other funds holding INTU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Siphron Capital Management's INTU Position: Q3 2014 in Review

Siphron Capital Management reduced its Intuit (INTU) stake by 1.1% in Q3 2014, selling an estimated $8.31K and leaving 8,741 shares worth $766K. The position accounts for 2.57% of the portfolio, ranked #27.

Siphron Capital Management first reported a position in INTU in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.61M in Q3 2013. 565 funds tracked by Wall St. Rank hold INTU as of Q3 2014.

  • Siphron Capital Management held 8,741 shares of Intuit worth $766K as of Q3 2014.
  • Siphron Capital Management sold 100 Intuit shares in Q3 2014, an estimated $8.31K.
  • Intuit made up 2.57% of Siphron Capital Management's portfolio in Q3 2014, its #27 holding.
  • Siphron Capital Management first reported a position in Intuit in Q2 2013 and has held it in 6 quarters since.
  • Siphron Capital Management's Intuit position peaked at $2.61M in Q3 2013.
  • 565 funds tracked by Wall St. Rank held Intuit as of Q3 2014.

Based on Siphron Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.