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SGCA
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$127B AUM
44.11%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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