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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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

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

Edgewood Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return