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Symphony Asset Management’s Intuit INTU Stock Holding History

Symphony Asset Management’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
Q1 		– Sell
-4,848
Closed -$1.27M – 100
2019
Q4 		$1.27M Buy
4,848
+655
+16% +$171K 0.28% 35
2019
Q3 		$1.11M Sell
4,193
-252
-6% -$69.3K 0.24% 45
2019
Q2 		$1.16M Buy
4,445
+85
+2% +$21.6K 0.24% 49
2019
Q1 		$1.14M Sell
4,360
-668
-13% -$154K 0.29% 44
2018
Q4 		$990K Buy
5,028
+959
+24% +$200K 0.29% 30
2018
Q3 		$925K Sell
4,069
-19,110
-82% -$4.11M 0.25% 47
2018
Q2 		$4.02M Sell
23,179
-2,488
-10% -$477K 0.8% 23
2018
Q1 		$4.45M Sell
25,667
-2,559
-9% -$431K 0.57% 37
2017
Q4 		$4.45M Buy
28,226
+5,173
+22% +$788K 0.45% 49
2017
Q3 		$3.28M Buy
23,053
+4,659
+25% +$643K 0.36% 68
2017
Q2 		$2.44M Sell
18,394
-3,064
-14% -$397K 0.28% 90
2017
Q1 		$2.49M Buy
21,458
+1,893
+10% +$227K 0.24% 105
2016
Q4 		$2.24M Buy
19,565
+10,641
+119% +$1.19M 0.23% 111
2016
Q3 		$982K Buy
8,924
+5,380
+152% +$602K 0.1% 194
2016
Q2 		$396K Sell
3,544
-38
-1% -$3.97K 0.04% 265
2016
Q1 		$372K Buy
3,582
+348
+11% +$33.6K 0.04% 292
2015
Q4 		$313K Sell
3,234
-16
-0.5% -$1.55K 0.03% 360
2015
Q3 		$288K Sell
3,250
-15
-0.5% -$1.46K 0.03% 392
2015
Q2 		$329K Sell
3,265
-22
-0.7% -$2.25K 0.04% 335
2015
Q1 		$318K Sell
3,287
-1,199
-27% -$111K 0.04% 412
2014
Q4 		$413K Buy
+4,486
New +$399K 0.05% 288
2014
Q1 		– Sell
-3,602
Closed -$275K – 436
2013
Q4 		$275K Buy
+3,602
New +$259K 0.02% 397

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Symphony Asset Management's INTU Position: Q1 2020 in Review

Symphony Asset Management sold out of Intuit (INTU) in Q1 2020, closing a stake of 4,848 shares — an estimated $1.27M sold.

Symphony Asset Management first reported a position in INTU in Q4 2013 and held it in 22 quarters. The position peaked at $4.45M in Q4 2017. 1,051 funds tracked by Wall St. Rank hold INTU as of Q1 2020.

  • Symphony Asset Management reported no remaining Intuit position as of Q1 2020 after selling out during the quarter.
  • Symphony Asset Management sold 4,848 Intuit shares in Q1 2020, an estimated $1.27M.
  • Symphony Asset Management first reported a position in Intuit in Q4 2013 and held it in 22 quarters.
  • Symphony Asset Management's Intuit position peaked at $4.45M in Q4 2017.
  • 1,051 funds tracked by Wall St. Rank held Intuit as of Q1 2020.

Based on Symphony Asset Management's 13F filing for Q1 2020, filed 12 May 2020.