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Cavalier Investments’s Intuit INTU Stock Holding History

Cavalier 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
2023
Q2 		– Sell
-1,146
Closed -$511K – 103
2023
Q1 		$511K Sell
1,146
-1,481
-56% -$608K 0.21% 56
2022
Q4 		$1.02M Sell
2,627
-138
-5% -$54.7K 0.37% 47
2022
Q3 		$1.07M Sell
2,765
-652
-19% -$282K 0.39% 48
2022
Q2 		$1.32M Sell
3,417
-180
-5% -$74.5K 0.46% 43
2022
Q1 		$1.73M Sell
3,597
-179
-5% -$91.7K 0.45% 48
2021
Q4 		$2.43M Buy
3,776
+976
+35% +$602K 0.63% 44
2021
Q3 		$1.51M Sell
2,800
-989
-26% -$533K 0.48% 76
2021
Q2 		$1.86M Hold
3,789
– – 0.67% 55
2021
Q1 		$1.45M Hold
3,789
– – 0.63% 60
2020
Q4 		$1.44M Buy
3,789
+947
+33% +$333K 0.66% 55
2020
Q3 		$927K Buy
+2,842
New +$889K 0.63% 32

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Cavalier Investments's INTU Position: Q2 2023 in Review

Cavalier Investments sold out of Intuit (INTU) in Q2 2023, closing a stake of 1,146 shares — an estimated $511K sold.

Cavalier Investments first reported a position in INTU in Q3 2020 and held it in 11 quarters. The position peaked at $2.43M in Q4 2021. 1,667 funds tracked by Wall St. Rank hold INTU as of Q2 2023.

  • Cavalier Investments reported no remaining Intuit position as of Q2 2023 after selling out during the quarter.
  • Cavalier Investments sold 1,146 Intuit shares in Q2 2023, an estimated $511K.
  • Cavalier Investments first reported a position in Intuit in Q3 2020 and held it in 11 quarters.
  • Cavalier Investments's Intuit position peaked at $2.43M in Q4 2021.
  • 1,667 funds tracked by Wall St. Rank held Intuit as of Q2 2023.

Based on Cavalier Investments's 13F filing for Q2 2023, filed 11 Aug 2023.