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Capricorn Fund Managers’s Intuit INTU Stock Holding History

Capricorn Fund Managers’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
2023
Q1 		– Sell
-2,608
Closed -$1.01M – 112
2022
Q4 		$1.01M Hold
2,608
– – 0.26% 68
2022
Q3 		$1.01M Hold
2,608
– – 0.32% 70
2022
Q2 		$1M Sell
2,608
-414
-14% -$171K 0.18% 79
2022
Q1 		$1.45M Hold
3,022
– – 0.35% 68
2021
Q4 		$1.94M Buy
+3,022
New +$1.87M 0.55% 50

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Capricorn Fund Managers's INTU Position: Q1 2023 in Review

Capricorn Fund Managers sold out of Intuit (INTU) in Q1 2023, closing a stake of 2,608 shares — an estimated $1.01M sold.

Capricorn Fund Managers first reported a position in INTU in Q4 2021 and held it in 5 quarters. The position peaked at $1.94M in Q4 2021. 1,611 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

  • Capricorn Fund Managers reported no remaining Intuit position as of Q1 2023 after selling out during the quarter.
  • Capricorn Fund Managers sold 2,608 Intuit shares in Q1 2023, an estimated $1.01M.
  • Capricorn Fund Managers first reported a position in Intuit in Q4 2021 and held it in 5 quarters.
  • Capricorn Fund Managers's Intuit position peaked at $1.94M in Q4 2021.
  • 1,611 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on Capricorn Fund Managers's 13F filing for Q1 2023, filed 18 Apr 2023.