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Donor Advised Charitable Giving’s Intuit INTU Stock Holding History

Donor Advised Charitable Giving’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
Q1 		– Sell
-470
Closed -$302K – 55
2021
Q4 		$302K Hold
470
– – 0.03% 33
2021
Q3 		$254K Sell
470
-870
-65% -$469K 0.05% 39
2021
Q2 		$657K Sell
1,340
-320
-19% -$139K 0.07% 78
2021
Q1 		$636K Hold
1,660
– – 0.07% 76
2020
Q4 		$631K Hold
1,660
– – 0.09% 76
2020
Q3 		$542K Hold
1,660
– – 0.16% 22
2020
Q2 		$492K Hold
1,660
– – 0.19% 17
2020
Q1 		$382K Hold
1,660
– – 0.19% 23
2019
Q4 		$435K Hold
1,660
– – 0.23% 25
2019
Q3 		$441K Sell
1,660
-185
-10% -$50.9K 0.34% 23
2019
Q2 		$482K Buy
+1,845
New +$469K 0.39% 22

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Donor Advised Charitable Giving's INTU Position: Q1 2022 in Review

Donor Advised Charitable Giving sold out of Intuit (INTU) in Q1 2022, closing a stake of 470 shares — an estimated $302K sold.

Donor Advised Charitable Giving first reported a position in INTU in Q2 2019 and held it in 11 quarters. The position peaked at $657K in Q2 2021. 1,553 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

  • Donor Advised Charitable Giving reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 470 Intuit shares in Q1 2022, an estimated $302K.
  • Donor Advised Charitable Giving first reported a position in Intuit in Q2 2019 and held it in 11 quarters.
  • Donor Advised Charitable Giving's Intuit position peaked at $657K in Q2 2021.
  • 1,553 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2022, filed 14 Apr 2022.