JF
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JSF Financial’s Intuit INTU Stock Holding History

JSF Financial’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
-675
Closed -$434K – 124
2021
Q4 		$434K Buy
675
+19
+3% +$11.7K 0.21% 57
2021
Q3 		$354K Sell
656
-30
-4% -$16.2K 0.18% 66
2021
Q2 		$336K Sell
686
-45
-6% -$19.5K 0.2% 62
2021
Q1 		$280K Sell
731
-25
-3% -$9.63K 0.18% 61
2020
Q4 		$287K Buy
756
+130
+21% +$45.7K 0.2% 55
2020
Q3 		$204K Buy
+626
New +$196K 0.16% 70

Other funds holding INTU

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return