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Edge Capital Group’s Intuit INTU Stock Holding History

Edge Capital Group’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
Q2 		– Sell
-120
Closed -$53.4K – 355
2023
Q1 		$53.4K Sell
120
-10
-8% -$4.11K ﹤0.01% 358
2022
Q4 		$50.5K Buy
130
+35
+37% +$13.9K ﹤0.01% 349
2022
Q3 		$37K Sell
95
-32,310
-100% -$14M ﹤0.01% 326
2022
Q2 		$12.5M Buy
+32,405
New +$13.4M 1.08% 17

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Edge Capital Group's INTU Position: Q2 2023 in Review

Edge Capital Group sold out of Intuit (INTU) in Q2 2023, closing a stake of 120 shares — an estimated $53.4K sold.

Edge Capital Group first reported a position in INTU in Q2 2022 and held it in 4 quarters. The position peaked at $12.5M in Q2 2022. 1,667 funds tracked by Wall St. Rank hold INTU as of Q2 2023.

  • Edge Capital Group reported no remaining Intuit position as of Q2 2023 after selling out during the quarter.
  • Edge Capital Group sold 120 Intuit shares in Q2 2023, an estimated $53.4K.
  • Edge Capital Group first reported a position in Intuit in Q2 2022 and held it in 4 quarters.
  • Edge Capital Group's Intuit position peaked at $12.5M in Q2 2022.
  • 1,667 funds tracked by Wall St. Rank held Intuit as of Q2 2023.

Based on Edge Capital Group's 13F filing for Q2 2023, filed 8 Aug 2023.