Duality Advisers’s Intuit INTU Stock Holding History

Duality Advisers’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 Q4	–	Sell	-4,807	Closed	-$1.86M	–	676
2022 Q3	$1.86M	Sell	4,807 -1,104	-19%	-$477K	0.2%	196
2022 Q2	$2.28M	Buy	5,911 +1,854	+46%	+$768K	0.22%	172
2022 Q1	$1.95M	Buy	4,057 +2,995	+282%	+$1.53M	0.21%	166
2021 Q4	$683K	Buy	+1,062	New	+$656K	0.07%	360
2021 Q2	–	Sell	-8,358	Closed	-$3.2M	–	628
2021 Q1	$3.2M	Buy	+8,358	New	+$3.22M	0.28%	117
2020 Q4	–	Sell	-5,310	Closed	-$1.73M	–	635
2020 Q3	$1.73M	Buy	5,310 +3,914	+280%	+$1.22M	0.11%	253
2020 Q2	$413K	Buy	+1,396	New	+$383K	0.04%	323
2020 Q1	–	Sell	-43,994	Closed	-$11.5M	–	161
2019 Q4	$11.5M	Buy	43,994 +41,454	+1,632%	+$10.8M	0.69%	30
2019 Q3	$675K	Buy	+2,540	New	+$699K	0.04%	279
2019 Q1	–	Sell	-8,890	Closed	-$1.75M	–	244
2018 Q4	$1.75M	Buy	+8,890	New	+$1.85M	0.1%	163

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Duality Advisers's INTU Position: Q4 2022 in Review

Duality Advisers sold out of Intuit (INTU) in Q4 2022, closing a stake of 4,807 shares — an estimated $1.86M sold.

Duality Advisers first reported a position in INTU in Q4 2018 and held it in 10 quarters. The position peaked at $11.5M in Q4 2019. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

Duality Advisers reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
Duality Advisers sold 4,807 Intuit shares in Q4 2022, an estimated $1.86M.
Duality Advisers first reported a position in Intuit in Q4 2018 and held it in 10 quarters.
Duality Advisers's Intuit position peaked at $11.5M in Q4 2019.
1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Duality Advisers's 13F filing for Q4 2022, filed 7 Feb 2023.