Inverness Counsel’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$638K Buy
1,646
+114
+7% +$49.2K 0.04% 112
2022
Q2
$590K Sell
1,532
-5
-0.3% -$2.07K 0.03% 112
2022
Q1
$739K Buy
1,537
+780
+103% +$399K 0.03% 105
2021
Q4
$487K Sell
757
-353
-32% -$218K 0.02% 121
2021
Q3
$599K Buy
1,110
+553
+99% +$298K 0.02% 113
2021
Q2
$273K Buy
+557
New +$242K 0.01% 149

Other funds holding INTU

Inverness Counsel's INTU Position: Q3 2022 in Review

Inverness Counsel increased its Intuit (INTU) stake by 7.4% in Q3 2022, buying an estimated $49.2K and bringing the position to 1,646 shares worth $638K. The position accounts for 0.04% of the portfolio, ranked #112.

Inverness Counsel first reported a position in INTU in Q2 2021 and has held it in 6 quarters since. The position peaked at $739K in Q1 2022. 1,511 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • Inverness Counsel held 1,646 shares of Intuit worth $638K as of Q3 2022.
  • Inverness Counsel bought 114 Intuit shares in Q3 2022, an estimated $49.2K.
  • Intuit made up 0.04% of Inverness Counsel's portfolio in Q3 2022, its #112 holding.
  • Inverness Counsel first reported a position in Intuit in Q2 2021 and has held it in 6 quarters since.
  • Inverness Counsel's Intuit position peaked at $739K in Q1 2022.
  • 1,511 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Inverness Counsel's 13F filing for Q3 2022, filed 26 Oct 2022.