Winslow Evans & Crocker’s Intuit INTU Stock Holding History

Winslow Evans & Crocker’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 Q4	$65K	Hold	170	–	–	0.01%	533
2020 Q3	$55K	Hold	170	–	–	0.01%	448
2020 Q2	$50K	Hold	170	–	–	0.01%	462
2020 Q1	$40K	Hold	170	–	–	0.01%	461
2019 Q4	$46K	Hold	170	–	–	0.01%	516
2019 Q3	$46K	Hold	170	–	–	0.01%	511
2019 Q2	$46K	Sell	170 -2,220	-93%	-$564K	0.01%	521
2019 Q1	$626K	Hold	2,390	–	–	0.18%	129
2018 Q4	$472K	Hold	2,390	–	–	0.16%	143
2018 Q3	$544K	Hold	2,390	–	–	0.17%	141
2018 Q2	$490K	Hold	2,390	–	–	0.15%	144
2018 Q1	$414K	Buy	2,390 +2,220	+1,306%	+$373K	0.13%	156
2017 Q4	$26.8K	Hold	170	–	–	0.01%	605
2017 Q3	$24.2K	Hold	170	–	–	0.01%	615
2017 Q2	$22.6K	Hold	170	–	–	0.01%	722
2017 Q1	$19.7K	Buy	+170	New	+$20.4K	0.01%	738
2016 Q1	–	Sell	-32	Closed	-$3.09K	–	1315
2015 Q4	$3.09K	Hold	32	–	–	﹤0.01%	1169
2015 Q3	$2.84K	Hold	32	–	–	﹤0.01%	1121
2015 Q2	$3.23K	Hold	32	–	–	﹤0.01%	1149
2015 Q1	$3.1K	Hold	32	–	–	﹤0.01%	1114
2014 Q4	$2.95K	Buy	+32	New	+$2.85K	﹤0.01%	1143
2014 Q3	–	Sell	-32	Closed	-$2.58K	–	1410
2014 Q2	$2.58K	Buy	+32	New	+$2.47K	﹤0.01%	1163

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winslow Evans & Crocker's INTU Position: Q4 2020 in Review

Winslow Evans & Crocker held its Intuit (INTU) position steady in Q4 2020 at 170 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #533.

Winslow Evans & Crocker first reported a position in INTU in Q2 2014 and has held it in 22 quarters since. The position peaked at $626K in Q1 2019. 1,311 funds tracked by Wall St. Rank hold INTU as of Q4 2020.

Winslow Evans & Crocker held 170 shares of Intuit worth $65K as of Q4 2020.
Winslow Evans & Crocker left its Intuit share count unchanged in Q4 2020.
Intuit made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #533 holding.
Winslow Evans & Crocker first reported a position in Intuit in Q2 2014 and has held it in 22 quarters since.
Winslow Evans & Crocker's Intuit position peaked at $626K in Q1 2019.
1,311 funds tracked by Wall St. Rank held Intuit as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.