Jess S. Morgan & Co’s Intuit INTU Stock Holding History

Jess S. Morgan & Co’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 Q3	$3.68M	Buy	9,508 +896	+10%	+$387K	3.2%	13
2022 Q2	$3.32M	Buy	8,612 +664	+8%	+$275K	3.44%	15
2022 Q1	$3.82M	Sell	7,948 -179	-2%	-$91.7K	2.78%	19
2021 Q4	$5.23M	Sell	8,127 -263	-3%	-$162K	3.21%	7
2021 Q3	$4.53M	Sell	8,390 -871	-9%	-$469K	2.99%	15
2021 Q2	$4.54M	Sell	9,261 -397	-4%	-$172K	2.98%	12
2021 Q1	$3.7M	Buy	9,658 +252	+3%	+$97K	2.59%	21
2020 Q4	$3.57M	Buy	9,406 +438	+5%	+$154K	2.85%	18
2020 Q3	$2.92M	Sell	8,968 -445	-5%	-$139K	2.92%	13
2020 Q2	$2.79M	Sell	9,413 -1,288	-12%	-$353K	3.03%	14
2020 Q1	$2.46M	Sell	10,701 -289	-3%	-$78.3K	3.2%	17
2019 Q4	$2.88M	Buy	+10,990	New	+$2.87M	2.82%	18

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

Jess S. Morgan & Co's INTU Position: Q3 2022 in Review

Jess S. Morgan & Co increased its Intuit (INTU) stake by 10% in Q3 2022, buying an estimated $387K and bringing the position to 9,508 shares worth $3.68M. The position accounts for 3.2% of the portfolio, ranked #13.

Jess S. Morgan & Co first reported a position in INTU in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.23M in Q4 2021. 1,511 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

Jess S. Morgan & Co held 9,508 shares of Intuit worth $3.68M as of Q3 2022.
Jess S. Morgan & Co bought 896 Intuit shares in Q3 2022, an estimated $387K.
Intuit made up 3.2% of Jess S. Morgan & Co's portfolio in Q3 2022, its #13 holding.
Jess S. Morgan & Co first reported a position in Intuit in Q4 2019 and has held it in 12 quarters since.
Jess S. Morgan & Co's Intuit position peaked at $5.23M in Q4 2021.
1,511 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Jess S. Morgan & Co's 13F filing for Q3 2022, filed 21 Oct 2022.