Sonora Investment Management’s Intuit INTU Stock Holding History

Sonora Investment 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
2021 Q3	$334K	Hold	620	–	–	0.04%	157
2021 Q2	$304K	Sell	620 -4	-0.6%	-$1.73K	0.04%	161
2021 Q1	$239K	Buy	624 +24	+4%	+$9.24K	0.02%	275
2020 Q4	$228K	Sell	600 -29	-5%	-$10.2K	0.02%	282
2020 Q3	$205K	Hold	629	–	–	0.02%	267
2020 Q2	$186K	Buy	629 +29	+5%	+$7.96K	0.02%	249
2020 Q1	$138K	Hold	600	–	–	0.02%	265
2019 Q4	$157K	Hold	600	–	–	0.01%	272
2019 Q3	$160K	Hold	600	–	–	0.02%	262
2019 Q2	$157K	Hold	600	–	–	0.02%	263
2019 Q1	$157K	Hold	600	–	–	0.02%	251
2018 Q4	$118K	Buy	+600	New	+$125K	0.02%	268
2015 Q4	–	Sell	-31	Closed	-$3K	–	960
2015 Q3	$3K	Buy	+31	New	+$3.01K	﹤0.01%	887

Other funds holding INTU

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sonora Investment Management's INTU Position: Q3 2021 in Review

Sonora Investment Management held its Intuit (INTU) position steady in Q3 2021 at 620 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #157.

Sonora Investment Management first reported a position in INTU in Q3 2015 and has held it in 13 quarters since. 1,445 funds tracked by Wall St. Rank hold INTU as of Q3 2021.

Sonora Investment Management held 620 shares of Intuit worth $334K as of Q3 2021.
Sonora Investment Management left its Intuit share count unchanged in Q3 2021.
Intuit made up 0.04% of Sonora Investment Management's portfolio in Q3 2021, its #157 holding.
Sonora Investment Management first reported a position in Intuit in Q3 2015 and has held it in 13 quarters since.
1,445 funds tracked by Wall St. Rank held Intuit as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.