Kaizen Financial Strategies’s Intuit INTU Stock Holding History

Kaizen Financial Strategies’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
2023 Q3	–	Sell	-670	Closed	-$320K	–	118
2023 Q2	$320K	Hold	670	–	–	0.27%	63
2023 Q1	$299K	Hold	670	–	–	0.29%	57
2022 Q4	$263K	Sell	670 -62	-8%	-$24.6K	0.26%	90
2022 Q3	$284K	Sell	732 -13	-2%	-$5.62K	0.29%	80
2022 Q2	$287K	Sell	745 -9	-1%	-$3.73K	0.28%	83
2022 Q1	$363K	Buy	754 +277	+58%	+$142K	0.28%	82
2021 Q4	$307K	Sell	477 -11	-2%	-$6.79K	0.23%	101
2021 Q3	$263K	Buy	+488	New	+$263K	0.21%	119

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kaizen Financial Strategies's INTU Position: Q3 2023 in Review

Kaizen Financial Strategies sold out of Intuit (INTU) in Q3 2023, closing a stake of 670 shares — an estimated $320K sold.

Kaizen Financial Strategies first reported a position in INTU in Q3 2021 and held it in 8 quarters. The position peaked at $363K in Q1 2022. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

Kaizen Financial Strategies reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
Kaizen Financial Strategies sold 670 Intuit shares in Q3 2023, an estimated $320K.
Kaizen Financial Strategies first reported a position in Intuit in Q3 2021 and held it in 8 quarters.
Kaizen Financial Strategies's Intuit position peaked at $363K in Q1 2022.
1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Kaizen Financial Strategies's 13F filing for Q3 2023, filed 31 Oct 2023.