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Emerald Advisers’s Intuit INTU Stock Holding History

Emerald 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
-595
Closed -$230K – 253
2022
Q3 		$230K Hold
595
– – 0.01% 200
2022
Q2 		$229K Sell
595
-15
-2% -$6.21K 0.01% 203
2022
Q1 		$293K Hold
610
– – 0.01% 207
2021
Q4 		$392K Buy
+610
New +$377K 0.01% 201
2018
Q4 		– Sell
-2,456
Closed -$558K – 256
2018
Q3 		$558K Sell
2,456
-3,248
-57% -$698K 0.02% 203
2018
Q2 		$1.17M Sell
5,704
-171
-3% -$32.8K 0.04% 173
2018
Q1 		$1.02M Sell
5,875
-569
-9% -$95.7K 0.04% 182
2017
Q4 		$1.02M Sell
6,444
-334
-5% -$50.9K 0.04% 176
2017
Q3 		$963K Sell
6,778
-864
-11% -$119K 0.04% 177
2017
Q2 		$1.01M Sell
7,642
-4,086
-35% -$530K 0.04% 171
2017
Q1 		$1.36M Sell
11,728
-7,716
-40% -$925K 0.06% 172
2016
Q4 		$2.23M Sell
19,444
-7,030
-27% -$787K 0.1% 149
2016
Q3 		$2.91M Hold
26,474
– – 0.13% 179
2016
Q2 		$2.96M Sell
26,474
-255
-1% -$26.7K 0.14% 171
2016
Q1 		$2.78M Hold
26,729
– – 0.14% 176
2015
Q4 		$2.58M Buy
26,729
+4,900
+22% +$474K 0.12% 186
2015
Q3 		$1.94M Buy
21,829
+5,953
+37% +$578K 0.1% 216
2015
Q2 		$1.6M Hold
15,876
– – 0.08% 220
2015
Q1 		$1.61M Sell
15,876
-345
-2% -$32K 0.08% 224
2014
Q4 		$1.5M Sell
16,221
-143
-0.9% -$12.7K 0.08% 218
2014
Q3 		$1.43M Buy
+16,364
New +$1.36M 0.09% 225

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Emerald Advisers's INTU Position: Q4 2022 in Review

Emerald Advisers sold out of Intuit (INTU) in Q4 2022, closing a stake of 595 shares — an estimated $230K sold.

Emerald Advisers first reported a position in INTU in Q3 2014 and held it in 21 quarters. The position peaked at $2.96M in Q2 2016. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

  • Emerald Advisers reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
  • Emerald Advisers sold 595 Intuit shares in Q4 2022, an estimated $230K.
  • Emerald Advisers first reported a position in Intuit in Q3 2014 and held it in 21 quarters.
  • Emerald Advisers's Intuit position peaked at $2.96M in Q2 2016.
  • 1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Emerald Advisers's 13F filing for Q4 2022, filed 3 Feb 2023.