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WHV Investments’s Intuit INTU Stock Holding History

WHV Investments’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
Q1 		– Sell
-16,011
Closed -$1.22M – 176
2013
Q4 		$1.22M Sell
16,011
-36,178
-69% -$2.6M 0.01% 168
2013
Q3 		$3.46M Sell
52,189
-6,222
-11% -$401K 0.03% 159
2013
Q2 		$3.56M Buy
+58,411
New +$3.53M 0.04% 155

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

WHV Investments's INTU Position: Q1 2014 in Review

WHV Investments sold out of Intuit (INTU) in Q1 2014, closing a stake of 16,011 shares — an estimated $1.22M sold.

WHV Investments first reported a position in INTU in Q2 2013 and held it in 3 quarters. The position peaked at $3.56M in Q2 2013. 557 funds tracked by Wall St. Rank hold INTU as of Q1 2014.

  • WHV Investments reported no remaining Intuit position as of Q1 2014 after selling out during the quarter.
  • WHV Investments sold 16,011 Intuit shares in Q1 2014, an estimated $1.22M.
  • WHV Investments first reported a position in Intuit in Q2 2013 and held it in 3 quarters.
  • WHV Investments's Intuit position peaked at $3.56M in Q2 2013.
  • 557 funds tracked by Wall St. Rank held Intuit as of Q1 2014.

Based on WHV Investments's 13F filing for Q1 2014, filed 13 May 2014.