WIP
INTU icon

Wellesley Investment Partners’s Intuit INTU Stock Holding History

Wellesley Investment Partners’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
2019
Q1 		– Sell
-1,181
Closed -$232K – 122
2018
Q4 		$232K Sell
1,181
-100
-8% -$20.8K 0.08% 112
2018
Q3 		$291K Buy
1,281
+1
+0.1% +$215 0.09% 108
2018
Q2 		$261K Hold
1,280
– – 0.09% 112
2018
Q1 		$221K Buy
+1,280
New +$215K 0.08% 121

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fundsmith LLP
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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellesley Investment Partners's INTU Position: Q1 2019 in Review

Wellesley Investment Partners sold out of Intuit (INTU) in Q1 2019, closing a stake of 1,181 shares — an estimated $232K sold.

Wellesley Investment Partners first reported a position in INTU in Q1 2018 and held it in 4 quarters. The position peaked at $291K in Q3 2018. 972 funds tracked by Wall St. Rank hold INTU as of Q1 2019.

  • Wellesley Investment Partners reported no remaining Intuit position as of Q1 2019 after selling out during the quarter.
  • Wellesley Investment Partners sold 1,181 Intuit shares in Q1 2019, an estimated $232K.
  • Wellesley Investment Partners first reported a position in Intuit in Q1 2018 and held it in 4 quarters.
  • Wellesley Investment Partners's Intuit position peaked at $291K in Q3 2018.
  • 972 funds tracked by Wall St. Rank held Intuit as of Q1 2019.

Based on Wellesley Investment Partners's 13F filing for Q1 2019, filed 15 May 2019.