BRR OpCo’s Intuit INTU Stock Holding History

BRR OpCo’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	$2.27M	Buy	5,874 +1,838	+46%	+$794K	0.28%	47
2022 Q2	$1.56M	Buy	4,036 +282	+8%	+$117K	0.18%	70
2022 Q1	$1.8M	Buy	3,754 +212	+6%	+$109K	0.19%	70
2021 Q4	$2.28M	Sell	3,542 -628	-15%	-$388K	0.25%	45
2021 Q3	$2.25M	Sell	4,170 -443	-10%	-$239K	0.26%	43
2021 Q2	$2.26M	Sell	4,613 -213	-4%	-$92.4K	0.25%	42
2021 Q1	$1.85M	Sell	4,826 -28	-0.6%	-$10.8K	0.22%	54
2020 Q4	$1.84M	Buy	4,854 +108	+2%	+$37.9K	0.27%	43
2020 Q3	$1.55M	Buy	4,746 +57	+1%	+$17.8K	0.26%	41
2020 Q2	$1.39M	Buy	4,689 +351	+8%	+$96.3K	0.24%	44
2020 Q1	$998K	Buy	4,338 +491	+13%	+$133K	0.19%	58
2019 Q4	$1.01M	Buy	3,847 +553	+17%	+$145K	0.14%	75
2019 Q3	$876K	Buy	3,294 +216	+7%	+$59.4K	0.14%	71
2019 Q2	$804K	Buy	+3,078	New	+$782K	0.13%	72

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

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

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

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