Element Capital Management’s Intuit INTU Stock Holding History

Element Capital Management’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	-8,627	Closed	-$3.34M	–	85
2022 Q3	$3.34M	Hold	8,627	–	–	1.6%	17
2022 Q2	$3.33M	Buy	8,627 +2,876	+50%	+$1.19M	1.67%	12
2022 Q1	$2.77M	Buy	+5,751	New	+$2.94M	1.38%	18
2020 Q3	–	Sell	-699	Closed	-$207K	–	81
2020 Q2	$207K	Buy	+699	New	+$192K	0.06%	45
2019 Q3	–	Sell	-152,982	Closed	-$40M	–	285
2019 Q2	$40M	Buy	152,982 +31,813	+26%	+$8.08M	2.73%	7
2019 Q1	$31.7M	Buy	121,169 +98,267	+429%	+$22.7M	0.96%	14
2018 Q4	$4.51M	Sell	22,902 -182,425	-89%	-$38M	0.13%	127
2018 Q3	$46.7M	Buy	205,327 +70,132	+52%	+$15.1M	0.93%	14
2018 Q2	$27.6M	Buy	135,195 +11,864	+10%	+$2.28M	0.74%	11
2018 Q1	$21.4M	Sell	123,331 -152,014	-55%	-$25.6M	0.5%	42
2017 Q4	$43.4M	Buy	+275,345	New	+$42M	0.89%	34
2016 Q3	–	Sell	-23,580	Closed	-$2.63M	–	117
2016 Q2	$2.63M	Sell	23,580 -3,083	-12%	-$322K	0.4%	45
2016 Q1	$2.77M	Buy	+26,663	New	+$2.57M	0.41%	40

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