Bellevue Group’s Intuit INTU Stock Holding History

Bellevue Group’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
2021 Q4	–	Sell	-900	Closed	-$486K	–	206
2021 Q3	$486K	Hold	900	–	–	﹤0.01%	165
2021 Q2	$441K	Hold	900	–	–	﹤0.01%	161
2021 Q1	$345K	Buy	+900	New	+$347K	﹤0.01%	182

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

NHC

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Bellevue Group's INTU Position: Q4 2021 in Review

Bellevue Group sold out of Intuit (INTU) in Q4 2021, closing a stake of 900 shares — an estimated $486K sold.

Bellevue Group first reported a position in INTU in Q1 2021 and held it in 3 quarters. The position peaked at $486K in Q3 2021. 1,666 funds tracked by Wall St. Rank hold INTU as of Q4 2021.

Bellevue Group reported no remaining Intuit position as of Q4 2021 after selling out during the quarter.
Bellevue Group sold 900 Intuit shares in Q4 2021, an estimated $486K.
Bellevue Group first reported a position in Intuit in Q1 2021 and held it in 3 quarters.
Bellevue Group's Intuit position peaked at $486K in Q3 2021.
1,666 funds tracked by Wall St. Rank held Intuit as of Q4 2021.

Based on Bellevue Group's 13F filing for Q4 2021, filed 10 Feb 2022.