Wood Asset Management’s Intuit INTU Stock Holding History

Wood Asset 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
2015 Q1	$1.94M	Sell	19,964 -4,730	-19%	-$439K	1.94%	26
2014 Q4	$2.28M	Sell	24,694 -64,366	-72%	-$5.73M	2.09%	26
2014 Q3	$7.81M	Sell	89,060 -6,341	-7%	-$527K	2.88%	11
2014 Q2	$7.68M	Sell	95,401 -11,519	-11%	-$889K	2.61%	11
2014 Q1	$8.31M	Sell	106,920 -13,934	-12%	-$1.06M	2.67%	5
2013 Q4	$9.22M	Sell	120,854 -11,876	-9%	-$853K	2.65%	4
2013 Q3	$8.8M	Buy	132,730 +103,671	+357%	+$6.68M	2.51%	4
2013 Q2	$1.77M	Buy	+29,059	New	+$1.76M	0.47%	60

Other funds holding INTU

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wood Asset Management's INTU Position: Q1 2015 in Review

Wood Asset Management reduced its Intuit (INTU) stake by 19% in Q1 2015, selling an estimated $439K and leaving 19,964 shares worth $1.94M. The position accounts for 1.94% of the portfolio, ranked #26.

Wood Asset Management first reported a position in INTU in Q2 2013 and has held it in 8 quarters since. The position peaked at $9.22M in Q4 2013. 603 funds tracked by Wall St. Rank hold INTU as of Q1 2015.

Wood Asset Management held 19,964 shares of Intuit worth $1.94M as of Q1 2015.
Wood Asset Management sold 4,730 Intuit shares in Q1 2015, an estimated $439K.
Intuit made up 1.94% of Wood Asset Management's portfolio in Q1 2015, its #26 holding.
Wood Asset Management first reported a position in Intuit in Q2 2013 and has held it in 8 quarters since.
Wood Asset Management's Intuit position peaked at $9.22M in Q4 2013.
603 funds tracked by Wall St. Rank held Intuit as of Q1 2015.

Based on Wood Asset Management's 13F filing for Q1 2015, filed 16 Apr 2015.