Sullivan, Bruyette, Speros & Blaney’s Intuit INTU Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2020 Q3	–	Sell	-388	Closed	-$115K	–	363
2020 Q2	$115K	Sell	388 -1,405	-78%	-$385K	0.01%	307
2020 Q1	$412K	Hold	1,793	–	–	0.03%	136
2019 Q4	$470K	Buy	1,793 +13	+0.7%	+$3.4K	0.03%	148
2019 Q3	$473K	Hold	1,780	–	–	0.03%	136
2019 Q2	$465K	Buy	1,780 +320	+22%	+$81.3K	0.03%	134
2019 Q1	$382K	Buy	1,460 +417	+40%	+$96.4K	0.02%	147
2018 Q4	$205K	Hold	1,043	–	–	0.01%	186
2018 Q3	$237K	Buy	1,043 +2	+0.2%	+$430	0.02%	151
2018 Q2	$213K	Buy	+1,041	New	+$200K	0.02%	158

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Sullivan, Bruyette, Speros & Blaney's INTU Position: Q3 2020 in Review

Sullivan, Bruyette, Speros & Blaney sold out of Intuit (INTU) in Q3 2020, closing a stake of 388 shares — an estimated $115K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in INTU in Q2 2018 and held it in 9 quarters. The position peaked at $473K in Q3 2019. 1,176 funds tracked by Wall St. Rank hold INTU as of Q3 2020.

Sullivan, Bruyette, Speros & Blaney reported no remaining Intuit position as of Q3 2020 after selling out during the quarter.
Sullivan, Bruyette, Speros & Blaney sold 388 Intuit shares in Q3 2020, an estimated $115K.
Sullivan, Bruyette, Speros & Blaney first reported a position in Intuit in Q2 2018 and held it in 9 quarters.
Sullivan, Bruyette, Speros & Blaney's Intuit position peaked at $473K in Q3 2019.
1,176 funds tracked by Wall St. Rank held Intuit as of Q3 2020.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q3 2020, filed 12 Nov 2020.