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James Investment Research’s Intuit INTU Stock Holding History

James Investment Research’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
Q1 		– Sell
-7
Closed -$5K – 523
2021
Q4 		$5K Hold
7
– – ﹤0.01% 467
2021
Q3 		$4K Hold
7
– – ﹤0.01% 456
2021
Q2 		$3K Hold
7
– – ﹤0.01% 475
2021
Q1 		$3K Buy
+7
New +$2.69K ﹤0.01% 454
2019
Q4 		– Sell
-595
Closed -$158K – 534
2019
Q3 		$158K Hold
595
– – 0.01% 323
2019
Q2 		$155K Buy
+595
New +$151K 0.01% 398

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

James Investment Research's INTU Position: Q1 2022 in Review

James Investment Research sold out of Intuit (INTU) in Q1 2022, closing a stake of 7 shares — an estimated $5K sold.

James Investment Research first reported a position in INTU in Q2 2019 and held it in 6 quarters. The position peaked at $158K in Q3 2019. 1,553 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

  • James Investment Research reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
  • James Investment Research sold 7 Intuit shares in Q1 2022, an estimated $5K.
  • James Investment Research first reported a position in Intuit in Q2 2019 and held it in 6 quarters.
  • James Investment Research's Intuit position peaked at $158K in Q3 2019.
  • 1,553 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on James Investment Research's 13F filing for Q1 2022, filed 22 Apr 2022.