Epoch Investment Partners’s Intuit INTU Stock Holding History

Epoch Investment Partners’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
2024 Q1	–	Sell	-99,165	Closed	-$62M	–	423
2023 Q4	$62M	Buy	+99,165	New	+$54.7M	0.28%	132
2022 Q3	–	Sell	-20,317	Closed	-$7.83M	–	437
2022 Q2	$7.83M	Sell	20,317 -12,093	-37%	-$5.01M	0.05%	283
2022 Q1	$15.6M	Sell	32,410 -55,419	-63%	-$28.4M	0.08%	235
2021 Q4	$56.5M	Sell	87,829 -395	-0.4%	-$244K	0.29%	127
2021 Q3	$47.6M	Buy	88,224 +2,587	+3%	+$1.39M	0.26%	120
2021 Q2	$42M	Sell	85,637 -8,519	-9%	-$3.69M	0.23%	135
2021 Q1	$36.1M	Sell	94,156 -5,971	-6%	-$2.3M	0.17%	151
2020 Q4	$38M	Buy	100,127 +3,915	+4%	+$1.37M	0.17%	144
2020 Q3	$31.4M	Sell	96,212 -5,497	-5%	-$1.72M	0.16%	137
2020 Q2	$30.1M	Buy	101,709 +8,451	+9%	+$2.32M	0.16%	143
2020 Q1	$21.4M	Buy	93,258 +39,925	+75%	+$10.8M	0.13%	143
2019 Q4	$14M	Buy	53,333 +26,846	+101%	+$7.02M	0.06%	190
2019 Q3	$7.04M	Sell	26,487 -118	-0.4%	-$32.5K	0.03%	211
2019 Q2	$6.95M	Buy	26,605 +3,888	+17%	+$988K	0.03%	215
2019 Q1	$5.94M	Buy	+22,717	New	+$5.25M	0.03%	241

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return