E
INTU icon

Ergoteles’s Intuit INTU Stock Holding History

Ergoteles’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
2023
Q3 		– Sell
-7,228
Closed -$3.31M – 438
2023
Q2 		$3.31M Buy
7,228
+3,196
+79% +$1.4M 0.16% 158
2023
Q1 		$1.8M Buy
4,032
+2,150
+114% +$883K 0.07% 304
2022
Q4 		$733K Sell
1,882
-12,695
-87% -$5.04M 0.03% 568
2022
Q3 		$5.65M Sell
14,577
-8,767
-38% -$3.79M 0.2% 103
2022
Q2 		$9M Buy
+23,344
New +$9.67M 0.27% 101
2021
Q4 		– Sell
-834
Closed -$450K – 1409
2021
Q3 		$450K Buy
+834
New +$449K 0.02% 627

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ergoteles's INTU Position: Q3 2023 in Review

Ergoteles sold out of Intuit (INTU) in Q3 2023, closing a stake of 7,228 shares — an estimated $3.31M sold.

Ergoteles first reported a position in INTU in Q3 2021 and held it in 6 quarters. The position peaked at $9M in Q2 2022. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • Ergoteles reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 7,228 Intuit shares in Q3 2023, an estimated $3.31M.
  • Ergoteles first reported a position in Intuit in Q3 2021 and held it in 6 quarters.
  • Ergoteles's Intuit position peaked at $9M in Q2 2022.
  • 1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.