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Applied Research Investments’s Intuit INTU Stock Holding History

Applied Research Investments’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 		– Sell
-1,510
Closed -$582K – 20
2022
Q2 		$582K Sell
1,510
-172
-10% -$71.2K 2.57% 21
2022
Q1 		$809K Sell
1,682
-5,343
-76% -$2.74M 2.41% 21
2021
Q4 		$4.52M Buy
7,025
+516
+8% +$319K 1.49% 25
2021
Q3 		$3.51M Sell
6,509
-268
-4% -$144K 1.17% 30
2021
Q2 		$3.32M Hold
6,777
– – 1.19% 30
2021
Q1 		$2.6M Buy
6,777
+324
+5% +$125K 0.95% 36
2020
Q4 		$2.45M Buy
6,453
+1,192
+23% +$419K 1.04% 36
2020
Q3 		$1.72M Buy
5,261
+2,096
+66% +$656K 0.97% 35
2020
Q2 		$937K Buy
+3,165
New +$868K 0.82% 33

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
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

Applied Research Investments's INTU Position: Q3 2022 in Review

Applied Research Investments sold out of Intuit (INTU) in Q3 2022, closing a stake of 1,510 shares — an estimated $582K sold.

Applied Research Investments first reported a position in INTU in Q2 2020 and held it in 9 quarters. The position peaked at $4.52M in Q4 2021. 1,510 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • Applied Research Investments reported no remaining Intuit position as of Q3 2022 after selling out during the quarter.
  • Applied Research Investments sold 1,510 Intuit shares in Q3 2022, an estimated $582K.
  • Applied Research Investments first reported a position in Intuit in Q2 2020 and held it in 9 quarters.
  • Applied Research Investments's Intuit position peaked at $4.52M in Q4 2021.
  • 1,510 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Applied Research Investments's 13F filing for Q3 2022, filed 14 Nov 2022.