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Enlightenment Research’s Intuit INTU Stock Holding History

Enlightenment Research’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
-600
Closed -$232K – 39
2022
Q3 		$232K Buy
+600
New +$259K 0.51% 74
2022
Q2 		– Sell
-1,000
Closed -$481K – 139
2022
Q1 		$481K Buy
1,000
+500
+100% +$256K 0.64% 47
2021
Q4 		$322K Buy
+500
New +$309K 0.46% 66
2020
Q2 		– Sell
-1,300
Closed -$346K – 143
2020
Q1 		$346K Sell
1,300
-300
-19% -$81.2K 0.37% 80
2019
Q4 		$419K Buy
+1,600
New +$418K 1.96% 14
2019
Q3 		– Sell
-2,300
Closed -$563K – 182
2019
Q2 		$563K Buy
+2,300
New +$584K 0.29% 100

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Enlightenment Research's INTU Position: Q4 2022 in Review

Enlightenment Research sold out of Intuit (INTU) in Q4 2022, closing a stake of 600 shares — an estimated $232K sold.

Enlightenment Research first reported a position in INTU in Q2 2019 and held it in 6 quarters. The position peaked at $563K in Q2 2019. 1,560 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

  • Enlightenment Research reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
  • Enlightenment Research sold 600 Intuit shares in Q4 2022, an estimated $232K.
  • Enlightenment Research first reported a position in Intuit in Q2 2019 and held it in 6 quarters.
  • Enlightenment Research's Intuit position peaked at $563K in Q2 2019.
  • 1,560 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.