USGIU
INTU icon

U.S. Global Investors (USGI)’s Intuit INTU Stock Holding History

U.S. Global Investors (USGI)’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
Q1 		– Sell
-350
Closed -$133K – 162
2020
Q4 		$133K Buy
+350
New +$123K 0.01% 147
2020
Q1 		– Sell
-1,545
Closed -$405K – 179
2019
Q4 		$405K Hold
1,545
– – 0.18% 133
2019
Q3 		$411K Buy
+1,545
New +$425K 0.22% 121

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

U.S. Global Investors (USGI)'s INTU Position: Q1 2021 in Review

U.S. Global Investors (USGI) sold out of Intuit (INTU) in Q1 2021, closing a stake of 350 shares — an estimated $133K sold.

U.S. Global Investors (USGI) first reported a position in INTU in Q3 2019 and held it in 3 quarters. The position peaked at $411K in Q3 2019. 1,334 funds tracked by Wall St. Rank hold INTU as of Q1 2021.

  • U.S. Global Investors (USGI) reported no remaining Intuit position as of Q1 2021 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 350 Intuit shares in Q1 2021, an estimated $133K.
  • U.S. Global Investors (USGI) first reported a position in Intuit in Q3 2019 and held it in 3 quarters.
  • U.S. Global Investors (USGI)'s Intuit position peaked at $411K in Q3 2019.
  • 1,334 funds tracked by Wall St. Rank held Intuit as of Q1 2021.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2021, filed 23 Apr 2021.