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	Hold	15	–	–	﹤0.01%	354
2016 Q4	$131	Buy	+15	New	+$1.68K	﹤0.01%	307

Other funds holding INTU

BlackRock New York $5.7T 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return