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Sun Life Financial’s Intuit INTU Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-164
Closed -$63K – 281
2021
Q1 		$63K Buy
164
+8
+5% +$3.08K 0.01% 165
2020
Q4 		$59K Sell
156
-3
-2% -$1.05K 0.01% 157
2020
Q3 		$52K Buy
159
+4
+3% +$1.25K 0.01% 157
2020
Q2 		$46K Sell
155
-2
-1% -$549 0.01% 151
2020
Q1 		$36K Buy
157
+4
+3% +$1.08K 0.01% 149
2019
Q4 		$40K Sell
153
-60
-28% -$15.7K 0.01% 156
2019
Q3 		$57K Buy
213
+3
+1% +$825 0.01% 279
2019
Q2 		$55K Sell
210
-230
-52% -$58.4K 0.01% 283
2019
Q1 		$115K Sell
440
-273
-38% -$63.1K 0.03% 256
2018
Q4 		$140K Buy
713
+5
+0.7% +$1.04K 0.03% 245
2018
Q3 		$161K Buy
708
+48
+7% +$10.3K 0.03% 269
2018
Q2 		$135K Buy
660
+468
+244% +$89.8K 0.02% 284
2018
Q1 		$1.11K Sell
192
-340
-64% -$57.2K 0.01% 314
2017
Q4 		$84K Sell
532
-1,260
-70% -$192K 0.01% 207
2017
Q3 		$255K Buy
1,792
+19
+1% +$2.62K 0.03% 197
2017
Q2 		$235K Buy
1,773
+1,758
+11,720% +$228K 0.03% 205
2017
Q1 		$131 Buy
+15
New +$1.8K ﹤0.01% 354

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sun Life Financial's INTU Position: Q2 2021 in Review

Sun Life Financial sold out of Intuit (INTU) in Q2 2021, closing a stake of 164 shares — an estimated $63K sold.

Sun Life Financial first reported a position in INTU in Q1 2017 and held it in 17 quarters. The position peaked at $255K in Q3 2017. 1,380 funds tracked by Wall St. Rank hold INTU as of Q2 2021.

  • Sun Life Financial reported no remaining Intuit position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 164 Intuit shares in Q2 2021, an estimated $63K.
  • Sun Life Financial first reported a position in Intuit in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Intuit position peaked at $255K in Q3 2017.
  • 1,380 funds tracked by Wall St. Rank held Intuit as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.