Steel Grove Capital Advisors’s Intuit INTU Stock Holding History

Steel Grove Capital Advisors’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 Q1	–	Sell	-3,000	Closed	-$591K	–	187
2018 Q4	$591K	Sell	3,000 -9	-0.3%	-$1.87K	0.08%	181
2018 Q3	$684K	Buy	3,009 +9	+0.3%	+$1.93K	0.1%	166
2018 Q2	$613K	Hold	3,000	–	–	0.1%	170
2018 Q1	$520K	Hold	3,000	–	–	0.08%	205
2017 Q4	$473K	Hold	3,000	–	–	0.07%	203
2017 Q3	$426K	Hold	3,000	–	–	0.08%	183
2017 Q2	$398K	Hold	3,000	–	–	0.07%	203
2017 Q1	$348K	Hold	3,000	–	–	0.06%	216
2016 Q4	$344K	Hold	3,000	–	–	0.07%	188
2016 Q3	$330K	Hold	3,000	–	–	0.07%	140
2016 Q2	$335K	Hold	3,000	–	–	0.08%	125
2016 Q1	$312K	Hold	3,000	–	–	0.08%	129
2015 Q4	$290K	Hold	3,000	–	–	0.07%	152
2015 Q3	$266K	Hold	3,000	–	–	0.07%	148
2015 Q2	$302K	Hold	3,000	–	–	0.07%	131
2015 Q1	$291K	Buy	+3,000	New	+$279K	0.07%	112
2014 Q3	$263K	Hold	3,000	–	–	0.06%	116
2014 Q2	$242K	Hold	3,000	–	–	0.06%	121
2014 Q1	$233K	Hold	3,000	–	–	0.06%	124
2013 Q4	$229K	Buy	+3,000	New	+$216K	0.06%	122

Other funds holding INTU

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

TCIM

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Steel Grove Capital Advisors's INTU Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of Intuit (INTU) in Q1 2019, closing a stake of 3,000 shares — an estimated $591K sold.

Steel Grove Capital Advisors first reported a position in INTU in Q4 2013 and held it in 20 quarters. The position peaked at $684K in Q3 2018. 973 funds tracked by Wall St. Rank hold INTU as of Q1 2019.

Steel Grove Capital Advisors reported no remaining Intuit position as of Q1 2019 after selling out during the quarter.
Steel Grove Capital Advisors sold 3,000 Intuit shares in Q1 2019, an estimated $591K.
Steel Grove Capital Advisors first reported a position in Intuit in Q4 2013 and held it in 20 quarters.
Steel Grove Capital Advisors's Intuit position peaked at $684K in Q3 2018.
973 funds tracked by Wall St. Rank held Intuit as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.