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Almanack Investment Partners’s Intuit INTU Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-126
Closed -$49K – 660
2022
Q3 		$49K Sell
126
-838
-87% -$362K 0.01% 267
2022
Q2 		$372K Sell
964
-25
-3% -$10.4K 0.04% 285
2022
Q1 		$476K Sell
989
-278
-22% -$142K 0.04% 268
2021
Q4 		$815K Sell
1,267
-12
-0.9% -$7.41K 0.07% 178
2021
Q3 		$690K Sell
1,279
-132
-9% -$71.1K 0.06% 197
2021
Q2 		$692K Buy
1,411
+2
+0.1% +$867 0.07% 176
2021
Q1 		$540K Buy
1,409
+246
+21% +$94.7K 0.05% 218
2020
Q4 		$442K Buy
1,163
+18
+2% +$6.32K 0.05% 231
2020
Q3 		$392K Sell
1,145
-1
-0.1% -$313 0.05% 257
2020
Q2 		$339K Sell
1,146
-24
-2% -$6.58K 0.06% 172
2020
Q1 		$269K Buy
1,170
+273
+30% +$73.9K 0.06% 193
2019
Q4 		$235K Sell
897
-96
-10% -$25.1K 0.04% 177
2019
Q3 		$264K Buy
993
+52
+6% +$14.3K 0.05% 176
2019
Q2 		$246K Sell
941
-1
-0.1% -$254 0.06% 158
2019
Q1 		$246K Buy
+942
New +$218K 0.07% 120

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Almanack Investment Partners's INTU Position: Q4 2022 in Review

Almanack Investment Partners sold out of Intuit (INTU) in Q4 2022, closing a stake of 126 shares — an estimated $49K sold.

Almanack Investment Partners first reported a position in INTU in Q1 2019 and held it in 15 quarters. The position peaked at $815K in Q4 2021. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

  • Almanack Investment Partners reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 126 Intuit shares in Q4 2022, an estimated $49K.
  • Almanack Investment Partners first reported a position in Intuit in Q1 2019 and held it in 15 quarters.
  • Almanack Investment Partners's Intuit position peaked at $815K in Q4 2021.
  • 1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.