FEM
INTU icon

Fulcrum Equity Management’s Intuit INTU Stock Holding History

Fulcrum Equity Management’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
Q2 		– Sell
-790
Closed -$380K – 88
2022
Q1 		$380K Sell
790
-1,587
-67% -$813K 0.23% 68
2021
Q4 		$1.53M Sell
2,377
-101
-4% -$62.3K 0.57% 50
2021
Q3 		$1.34M Buy
+2,478
New +$1.34M 0.52% 55

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fulcrum Equity Management's INTU Position: Q2 2022 in Review

Fulcrum Equity Management sold out of Intuit (INTU) in Q2 2022, closing a stake of 790 shares — an estimated $380K sold.

Fulcrum Equity Management first reported a position in INTU in Q3 2021 and held it in 3 quarters. The position peaked at $1.53M in Q4 2021. 1,498 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • Fulcrum Equity Management reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 790 Intuit shares in Q2 2022, an estimated $380K.
  • Fulcrum Equity Management first reported a position in Intuit in Q3 2021 and held it in 3 quarters.
  • Fulcrum Equity Management's Intuit position peaked at $1.53M in Q4 2021.
  • 1,498 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Fulcrum Equity Management's 13F filing for Q2 2022, filed 18 Jul 2022.