D.B. Root & Company’s Intuit INTU Stock Holding History

D.B. Root & Company’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 Q3	–	Sell	-745	Closed	-$341K	–	174
2023 Q2	$341K	Buy	745 +48	+7%	+$21K	0.13%	141
2023 Q1	$311K	Buy	697 +2	+0.3%	+$821	0.12%	143
2022 Q4	$271K	Buy	+695	New	+$276K	0.11%	143

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.B. Root & Company's INTU Position: Q3 2023 in Review

D.B. Root & Company sold out of Intuit (INTU) in Q3 2023, closing a stake of 745 shares — an estimated $341K sold.

D.B. Root & Company first reported a position in INTU in Q4 2022 and held it in 3 quarters. The position peaked at $341K in Q2 2023. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

D.B. Root & Company reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
D.B. Root & Company sold 745 Intuit shares in Q3 2023, an estimated $341K.
D.B. Root & Company first reported a position in Intuit in Q4 2022 and held it in 3 quarters.
D.B. Root & Company's Intuit position peaked at $341K in Q2 2023.
1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on D.B. Root & Company's 13F filing for Q3 2023, filed 3 Nov 2023.