55I LLC’s Intuit INTU Stock Holding History

55I LLC’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
2022 Q3	$1.74M	Buy	4,479 +2,915	+186%	+$1.26M	0.05%	199
2022 Q2	$603K	Buy	+1,564	New	+$648K	0.02%	327
2021 Q4	–	Sell	-798	Closed	-$431K	–	506
2021 Q3	$431K	Buy	+798	New	+$430K	0.01%	346

Other funds holding INTU

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return

55I LLC's INTU Position: Q3 2022 in Review

55I LLC increased its Intuit (INTU) stake by 186% in Q3 2022, buying an estimated $1.26M and bringing the position to 4,479 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #199.

55I LLC first reported a position in INTU in Q3 2021 and has held it in 3 quarters since. 1,510 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

55I LLC held 4,479 shares of Intuit worth $1.74M as of Q3 2022.
55I LLC bought 2,915 Intuit shares in Q3 2022, an estimated $1.26M.
Intuit made up 0.05% of 55I LLC's portfolio in Q3 2022, its #199 holding.
55I LLC first reported a position in Intuit in Q3 2021 and has held it in 3 quarters since.
1,510 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.