Jefferies Group’s Intuit INTU Stock Holding History

Jefferies Group’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
2020 Q2	–	Sell	-4,800	Closed	-$1.1M	–	1671
2020 Q1	$1.1M	Buy	4,800 +1,300	+37%	+$352K	0.01%	962
2019 Q4	$917K	Buy	3,500 +2,900	+483%	+$758K	0.01%	1511
2019 Q3	$160K	Buy	+600	New	+$165K	﹤0.01%	2425
2019 Q2	–	Sell	-13,600	Closed	-$3.56M	–	2682
2019 Q1	$3.56M	Buy	13,600 +12,800	+1,600%	+$2.96M	0.03%	588
2018 Q4	$157K	Buy	+800	New	+$166K	﹤0.01%	1893
2018 Q1	–	Sell	-2,500	Closed	-$394K	–	2459
2017 Q4	$394K	Buy	+2,500	New	+$381K	﹤0.01%	1857

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return

Jefferies Group's INTU Position: Q3 2022 in Review

Jefferies Group opened a new position in Intuit (INTU) in Q3 2022: 1,432 shares worth $555K. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Jefferies Group previously reported a position in INTU as recently as Q1 2022.

Jefferies Group first reported a position in INTU in Q2 2013 and has held it in 30 quarters since. The position peaked at $15.9M in Q2 2017. 1,510 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

Jefferies Group held 1,432 shares of Intuit worth $555K as of Q3 2022.
Intuit was a new Jefferies Group position in Q3 2022.
Intuit made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1005 holding.
Jefferies Group first reported a position in Intuit in Q2 2013 and has held it in 30 quarters since.
Jefferies Group's Intuit position peaked at $15.9M in Q2 2017.
1,510 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.