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Willingdon Wealth Management’s Intuit INTU Stock Holding History

Willingdon Wealth 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
2020
Q1 		– Sell
-5
Closed -$1K – 341
2019
Q4 		$1K Hold
5
– – ﹤0.01% 353
2019
Q3 		$1K Buy
+5
New +$1.38K ﹤0.01% 426
2018
Q4 		– Sell
-532
Closed -$121K – 372
2018
Q3 		$121K Buy
+532
New +$114K 0.03% 150

Other funds holding INTU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Willingdon Wealth Management's INTU Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Intuit (INTU) in Q1 2020, closing a stake of 5 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in INTU in Q3 2018 and held it in 3 quarters. The position peaked at $121K in Q3 2018. 1,051 funds tracked by Wall St. Rank hold INTU as of Q1 2020.

  • Willingdon Wealth Management reported no remaining Intuit position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 5 Intuit shares in Q1 2020, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Intuit in Q3 2018 and held it in 3 quarters.
  • Willingdon Wealth Management's Intuit position peaked at $121K in Q3 2018.
  • 1,051 funds tracked by Wall St. Rank held Intuit as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.