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	–	1672
2020 Q1	$1.1M	Sell	4,800 -1,600	-25%	-$433K	0.01%	963
2019 Q4	$1.68M	Buy	6,400 +4,200	+191%	+$1.1M	0.01%	1145
2019 Q3	$585K	Buy	+2,200	New	+$605K	﹤0.01%	1797
2019 Q2	–	Sell	-100	Closed	-$26K	–	2683
2019 Q1	$26K	Buy	+100	New	+$23.1K	﹤0.01%	2241
2018 Q1	–	Sell	-2,500	Closed	-$394K	–	2461
2017 Q4	$394K	Buy	+2,500	New	+$381K	﹤0.01%	1858
2017 Q2	–	Sell	-6,400	Closed	-$742K	–	2371
2017 Q1	$742K	Buy	+6,400	New	+$767K	0.01%	1415
2014 Q2	–	Sell	-10,000	Closed	-$777K	–	2215
2014 Q1	$777K	Buy	+10,000	New	+$763K	0.01%	1047

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.