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Winifred I. Li’s Intuit INTU Stock Holding History

Winifred I. Li’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
Q4 		$940K Sell
10,194
-106
-1% -$9.43K 0.89% 26
2014
Q3 		$903K Sell
10,300
-208
-2% -$17.3K 0.86% 29
2014
Q2 		$846K Sell
10,508
-190
-2% -$14.7K 0.72% 36
2014
Q1 		$831K Buy
10,698
+781
+8% +$59.6K 0.72% 35
2013
Q4 		$756K Buy
9,917
+2,462
+33% +$177K 0.65% 43
2013
Q3 		$494K Buy
7,455
+1,550
+26% +$99.9K 0.46% 78
2013
Q2 		$361K Buy
+5,905
New +$357K 0.34% 97

Other funds holding INTU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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 $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Winifred I. Li's INTU Position: Q4 2014 in Review

Winifred I. Li reduced its Intuit (INTU) stake by 1% in Q4 2014, selling an estimated $9.43K and leaving 10,194 shares worth $940K. The position accounts for 0.89% of the portfolio, ranked #26.

Winifred I. Li first reported a position in INTU in Q2 2013 and has held it in 7 quarters since. 599 funds tracked by Wall St. Rank hold INTU as of Q4 2014.

  • Winifred I. Li held 10,194 shares of Intuit worth $940K as of Q4 2014.
  • Winifred I. Li sold 106 Intuit shares in Q4 2014, an estimated $9.43K.
  • Intuit made up 0.89% of Winifred I. Li's portfolio in Q4 2014, its #26 holding.
  • Winifred I. Li first reported a position in Intuit in Q2 2013 and has held it in 7 quarters since.
  • 599 funds tracked by Wall St. Rank held Intuit as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.