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Corient Capital Partners’s Intuit INTU Stock Holding History

Corient Capital Partners’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 		$4.03M Buy
10,462
+468
+5% +$202K 0.3% 74
2022
Q2 		$3.85M Buy
9,994
+565
+6% +$234K 0.29% 84
2022
Q1 		$4.53M Buy
9,429
+1,215
+15% +$622K 0.3% 80
2021
Q4 		$5.28M Sell
8,214
-290
-3% -$179K 0.35% 66
2021
Q3 		$4.59M Buy
8,504
+519
+6% +$280K 0.34% 71
2021
Q2 		$3.91M Buy
7,985
+520
+7% +$225K 0.29% 81
2021
Q1 		$2.86M Sell
7,465
-242
-3% -$93.2K 0.24% 84
2020
Q4 		$2.93M Sell
7,707
-1,476
-16% -$518K 0.29% 81
2020
Q3 		$3M Sell
9,183
-142
-2% -$44.4K 0.34% 74
2020
Q2 		$2.76M Buy
9,325
+1,627
+21% +$446K 0.34% 73
2020
Q1 		$1.77M Buy
7,698
+2,745
+55% +$743K 0.28% 85
2019
Q4 		$1.3M Buy
4,953
+475
+11% +$124K 0.16% 140
2019
Q3 		$1.19M Buy
4,478
+1,561
+54% +$429K 0.17% 142
2019
Q2 		$763K Buy
2,917
+66
+2% +$16.8K 0.12% 182
2019
Q1 		$746K Buy
2,851
+580
+26% +$134K 0.12% 179
2018
Q4 		$447K Buy
+2,271
New +$473K 0.08% 216

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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return

Corient Capital Partners's INTU Position: Q3 2022 in Review

Corient Capital Partners increased its Intuit (INTU) stake by 4.7% in Q3 2022, buying an estimated $202K and bringing the position to 10,462 shares worth $4.03M. The position accounts for 0.3% of the portfolio, ranked #74.

Corient Capital Partners first reported a position in INTU in Q4 2018 and has held it in 16 quarters since. The position peaked at $5.28M in Q4 2021. 1,510 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • Corient Capital Partners held 10,462 shares of Intuit worth $4.03M as of Q3 2022.
  • Corient Capital Partners bought 468 Intuit shares in Q3 2022, an estimated $202K.
  • Intuit made up 0.3% of Corient Capital Partners's portfolio in Q3 2022, its #74 holding.
  • Corient Capital Partners first reported a position in Intuit in Q4 2018 and has held it in 16 quarters since.
  • Corient Capital Partners's Intuit position peaked at $5.28M in Q4 2021.
  • 1,510 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.