Econ Financial Services’s Intuit INTU Stock Holding History

Econ Financial Services’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	-2,211	Closed	-$1.01M	–	84
2023 Q2	$1.01M	Buy	+2,211	New	+$968K	0.72%	55
2022 Q2	–	Sell	-13	Closed	-$6K	–	115
2022 Q1	$6K	Hold	13	–	–	﹤0.01%	105
2021 Q4	$8K	Buy	+13	New	+$8.03K	0.01%	125

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

Econ Financial Services's INTU Position: Q3 2023 in Review

Econ Financial Services sold out of Intuit (INTU) in Q3 2023, closing a stake of 2,211 shares — an estimated $1.01M sold.

Econ Financial Services first reported a position in INTU in Q4 2021 and held it in 3 quarters. The position peaked at $1.01M in Q2 2023. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

Econ Financial Services reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
Econ Financial Services sold 2,211 Intuit shares in Q3 2023, an estimated $1.01M.
Econ Financial Services first reported a position in Intuit in Q4 2021 and held it in 3 quarters.
Econ Financial Services's Intuit position peaked at $1.01M in Q2 2023.
1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.