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 $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return