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Burleson & Co’s Intuit INTU Stock Holding History

Burleson & Co’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 		$792 Hold
2
– – ﹤0.01% 362
2022
Q3 		$1K Hold
2
– – ﹤0.01% 370
2022
Q2 		$1K Sell
2
-3
-60% -$1.24K ﹤0.01% 372
2022
Q1 		$2K Buy
5
+3
+150% +$1.54K ﹤0.01% 331
2021
Q4 		$1K Hold
2
– – ﹤0.01% 334
2021
Q3 		$1K Hold
2
– – ﹤0.01% 329
2021
Q2 		$1K Hold
2
– – ﹤0.01% 338
2021
Q1 		$1K Buy
+2
New +$770 ﹤0.01% 337

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Burleson & Co's INTU Position: Q4 2022 in Review

Burleson & Co held its Intuit (INTU) position steady in Q4 2022 at 2 shares worth $792. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Burleson & Co first reported a position in INTU in Q1 2021 and has held it in 8 quarters since. The position peaked at $2K in Q1 2022. 1,560 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

  • Burleson & Co held 2 shares of Intuit worth $792 as of Q4 2022.
  • Burleson & Co left its Intuit share count unchanged in Q4 2022.
  • Intuit made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #362 holding.
  • Burleson & Co first reported a position in Intuit in Q1 2021 and has held it in 8 quarters since.
  • Burleson & Co's Intuit position peaked at $2K in Q1 2022.
  • 1,560 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.