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 $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

Element Capital Management's INTU Position: Q4 2022 in Review

Element Capital Management sold out of Intuit (INTU) in Q4 2022, closing a stake of 8,627 shares — an estimated $3.34M sold.

Element Capital Management first reported a position in INTU in Q1 2016 and held it in 13 quarters. The position peaked at $46.7M in Q3 2018. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

Element Capital Management reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
Element Capital Management sold 8,627 Intuit shares in Q4 2022, an estimated $3.34M.
Element Capital Management first reported a position in Intuit in Q1 2016 and held it in 13 quarters.
Element Capital Management's Intuit position peaked at $46.7M in Q3 2018.
1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Element Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.