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Squar Milner Financial Services’s Intuit INTU Stock Holding History

Squar Milner Financial 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
2019
Q3 		– Sell
-25
Closed -$7K – 452
2019
Q2 		$7K Hold
25
– – ﹤0.01% 555
2019
Q1 		$6K Sell
25
-50
-67% -$11.6K ﹤0.01% 626
2018
Q4 		$15K Hold
75
– – 0.01% 426
2018
Q3 		$17K Buy
75
+25
+50% +$5.37K 0.02% 430
2018
Q2 		$10K Buy
+50
New +$9.59K 0.01% 582

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Squar Milner Financial Services's INTU Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Intuit (INTU) in Q3 2019, closing a stake of 25 shares — an estimated $7K sold.

Squar Milner Financial Services first reported a position in INTU in Q2 2018 and held it in 5 quarters. The position peaked at $17K in Q3 2018. 1,010 funds tracked by Wall St. Rank hold INTU as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Intuit position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 25 Intuit shares in Q3 2019, an estimated $7K.
  • Squar Milner Financial Services first reported a position in Intuit in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Intuit position peaked at $17K in Q3 2018.
  • 1,010 funds tracked by Wall St. Rank held Intuit as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.