West Oak Capital’s Intuit INTU Stock Holding History

West Oak Capital’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 Q4	–	Sell	-100	Closed	-$27K	–	297
2019 Q3	$27K	Buy	+100	New	+$27.5K	0.02%	203

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

West Oak Capital's INTU Position: Q4 2019 in Review

West Oak Capital sold out of Intuit (INTU) in Q4 2019, closing a stake of 100 shares — an estimated $27K sold.

West Oak Capital first reported a position in INTU in Q3 2019 and held it in 1 quarter. The position peaked at $27K in Q3 2019. 1,087 funds tracked by Wall St. Rank hold INTU as of Q4 2019.

West Oak Capital reported no remaining Intuit position as of Q4 2019 after selling out during the quarter.
West Oak Capital sold 100 Intuit shares in Q4 2019, an estimated $27K.
West Oak Capital first reported a position in Intuit in Q3 2019 and held it in 1 quarter.
West Oak Capital's Intuit position peaked at $27K in Q3 2019.
1,087 funds tracked by Wall St. Rank held Intuit as of Q4 2019.

Based on West Oak Capital's 13F filing for Q4 2019, filed 9 Jan 2020.