Epoch Investment Partners’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-99,165
Closed -$62M 423
2023
Q4
$62M Buy
+99,165
New +$62M 0.28% 132
2022
Q3
Sell
-20,317
Closed -$7.83M 437
2022
Q2
$7.83M Sell
20,317
-12,093
-37% -$4.66M 0.05% 283
2022
Q1
$15.6M Sell
32,410
-55,419
-63% -$26.6M 0.08% 235
2021
Q4
$56.5M Sell
87,829
-395
-0.4% -$254K 0.29% 127
2021
Q3
$47.6M Buy
88,224
+2,587
+3% +$1.4M 0.26% 120
2021
Q2
$42M Sell
85,637
-8,519
-9% -$4.18M 0.23% 135
2021
Q1
$36.1M Sell
94,156
-5,971
-6% -$2.29M 0.17% 151
2020
Q4
$38M Buy
100,127
+3,915
+4% +$1.49M 0.17% 144
2020
Q3
$31.4M Sell
96,212
-5,497
-5% -$1.79M 0.16% 137
2020
Q2
$30.1M Buy
101,709
+8,451
+9% +$2.5M 0.16% 143
2020
Q1
$21.4M Buy
93,258
+39,925
+75% +$9.18M 0.13% 143
2019
Q4
$14M Buy
53,333
+26,846
+101% +$7.03M 0.06% 190
2019
Q3
$7.04M Sell
26,487
-118
-0.4% -$31.4K 0.03% 211
2019
Q2
$6.95M Buy
26,605
+3,888
+17% +$1.02M 0.03% 215
2019
Q1
$5.94M Buy
+22,717
New +$5.94M 0.03% 241