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Disciplined Equity Management’s Intuit INTU Stock Holding History

Disciplined Equity Management’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 		– Sell
-1,337
Closed -$515K – 59
2022
Q2 		$515K Buy
1,337
+40
+3% +$16.6K 0.47% 35
2022
Q1 		$624K Buy
1,297
+342
+36% +$175K 0.63% 32
2021
Q4 		$614K Buy
+955
New +$590K 0.59% 32

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Disciplined Equity Management's INTU Position: Q3 2022 in Review

Disciplined Equity Management sold out of Intuit (INTU) in Q3 2022, closing a stake of 1,337 shares — an estimated $515K sold.

Disciplined Equity Management first reported a position in INTU in Q4 2021 and held it in 3 quarters. The position peaked at $624K in Q1 2022. 1,509 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • Disciplined Equity Management reported no remaining Intuit position as of Q3 2022 after selling out during the quarter.
  • Disciplined Equity Management sold 1,337 Intuit shares in Q3 2022, an estimated $515K.
  • Disciplined Equity Management first reported a position in Intuit in Q4 2021 and held it in 3 quarters.
  • Disciplined Equity Management's Intuit position peaked at $624K in Q1 2022.
  • 1,509 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Disciplined Equity Management's 13F filing for Q3 2022, filed 14 Oct 2022.