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Whitener Capital Management’s Intuit INTU Stock Holding History

Whitener Capital 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
2019
Q4 		– Sell
-179
Closed -$47K – 270
2019
Q3 		$47K Hold
179
– – 0.03% 233
2019
Q2 		$46K Hold
179
– – 0.03% 234
2019
Q1 		$46K Hold
179
– – 0.03% 229
2018
Q4 		$35K Hold
179
– – 0.03% 219
2018
Q3 		$40K Buy
+179
New +$38.5K 0.03% 222
2018
Q2 		– Sell
-179
Closed -$31K – 247
2018
Q1 		$31K Hold
179
– – 0.02% 242
2017
Q4 		$28K Buy
+179
New +$27.3K 0.02% 229

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Whitener Capital Management's INTU Position: Q4 2019 in Review

Whitener Capital Management sold out of Intuit (INTU) in Q4 2019, closing a stake of 179 shares — an estimated $47K sold.

Whitener Capital Management first reported a position in INTU in Q4 2017 and held it in 7 quarters. The position peaked at $47K in Q3 2019. 1,087 funds tracked by Wall St. Rank hold INTU as of Q4 2019.

  • Whitener Capital Management reported no remaining Intuit position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 179 Intuit shares in Q4 2019, an estimated $47K.
  • Whitener Capital Management first reported a position in Intuit in Q4 2017 and held it in 7 quarters.
  • Whitener Capital Management's Intuit position peaked at $47K in Q3 2019.
  • 1,087 funds tracked by Wall St. Rank held Intuit as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.