Emerald Mutual Fund Advisers Trust’s Intuit INTU Stock Holding History

Emerald Mutual Fund Advisers Trust’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	-179	Closed	-$69K	–	228
2022 Q3	$69K	Buy	179 +2	+1%	+$864	﹤0.01%	214
2022 Q2	$68K	Hold	177	–	–	﹤0.01%	211
2022 Q1	$85K	Sell	177 -3	-2%	-$1.54K	﹤0.01%	207
2021 Q4	$116K	Buy	+180	New	+$111K	﹤0.01%	212
2016 Q4	–	Sell	-1,861	Closed	-$205K	–	295
2016 Q3	$205K	Sell	1,861 -232	-11%	-$25.9K	0.01%	275
2016 Q2	$234K	Buy	2,093 +51	+2%	+$5.33K	0.01%	258
2016 Q1	$212K	Buy	+2,042	New	+$197K	0.01%	259

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 $3.38T AUM 44.17% 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

Emerald Mutual Fund Advisers Trust's INTU Position: Q4 2022 in Review

Emerald Mutual Fund Advisers Trust sold out of Intuit (INTU) in Q4 2022, closing a stake of 179 shares — an estimated $69K sold.

Emerald Mutual Fund Advisers Trust first reported a position in INTU in Q1 2016 and held it in 7 quarters. The position peaked at $234K in Q2 2016. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

Emerald Mutual Fund Advisers Trust reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 179 Intuit shares in Q4 2022, an estimated $69K.
Emerald Mutual Fund Advisers Trust first reported a position in Intuit in Q1 2016 and held it in 7 quarters.
Emerald Mutual Fund Advisers Trust's Intuit position peaked at $234K in Q2 2016.
1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

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