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Haverford Financial Services’s Intuit INTU Stock Holding History

Haverford Financial Services’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
Q1 		– Sell
-2,677
Closed -$1.04M – 54
2022
Q4 		$1.04M Buy
2,677
+630
+31% +$250K 0.29% 48
2022
Q3 		$793K Buy
2,047
+937
+84% +$405K 0.24% 51
2022
Q2 		$428K Buy
+1,110
New +$460K 0.12% 59

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Haverford Financial Services's INTU Position: Q1 2023 in Review

Haverford Financial Services sold out of Intuit (INTU) in Q1 2023, closing a stake of 2,677 shares — an estimated $1.04M sold.

Haverford Financial Services first reported a position in INTU in Q2 2022 and held it in 3 quarters. The position peaked at $1.04M in Q4 2022. 1,613 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

  • Haverford Financial Services reported no remaining Intuit position as of Q1 2023 after selling out during the quarter.
  • Haverford Financial Services sold 2,677 Intuit shares in Q1 2023, an estimated $1.04M.
  • Haverford Financial Services first reported a position in Intuit in Q2 2022 and held it in 3 quarters.
  • Haverford Financial Services's Intuit position peaked at $1.04M in Q4 2022.
  • 1,613 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on Haverford Financial Services's 13F filing for Q1 2023, filed 12 May 2023.