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UBS’s Intuit INTU Stock Holding History

UBS’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
2014
Q3 		$15.5M Buy
177,238
+7,199
+4% +$598K 0.01% 1121
2014
Q2 		$13.7M Sell
170,039
-64,073
-27% -$4.94M 0.01% 1126
2014
Q1 		$18.2M Buy
234,112
+23,224
+11% +$1.77M 0.02% 861
2013
Q4 		$16.1M Sell
210,888
-15,560
-7% -$1.12M 0.02% 944
2013
Q3 		$15M Buy
226,448
+64,949
+40% +$4.19M 0.02% 857
2013
Q2 		$9.86M Buy
+161,499
New +$9.76M 0.01% 1047

Other funds holding INTU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

UBS's INTU Position: Q3 2014 in Review

UBS increased its Intuit (INTU) stake by 4.2% in Q3 2014, buying an estimated $598K and bringing the position to 177,238 shares worth $15.5M. The position accounts for 0.01% of the portfolio, ranked #1121.

UBS first reported a position in INTU in Q2 2013 and has held it in 6 quarters since. The position peaked at $18.2M in Q1 2014. 565 funds tracked by Wall St. Rank hold INTU as of Q3 2014.

  • UBS held 177,238 shares of Intuit worth $15.5M as of Q3 2014.
  • UBS bought 7,199 Intuit shares in Q3 2014, an estimated $598K.
  • Intuit made up 0.01% of UBS's portfolio in Q3 2014, its #1121 holding.
  • UBS first reported a position in Intuit in Q2 2013 and has held it in 6 quarters since.
  • UBS's Intuit position peaked at $18.2M in Q1 2014.
  • 565 funds tracked by Wall St. Rank held Intuit as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.