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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return