Keeley-Teton Advisors’s Intuit INTU Stock Holding History

Keeley-Teton Advisors’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	-350	Closed	-$225K	–	399
2021 Q4	$225K	Buy	+350	New	+$216K	0.02%	311

Other funds holding INTU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

NHC

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

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

Keeley-Teton Advisors's INTU Position: Q1 2022 in Review

Keeley-Teton Advisors sold out of Intuit (INTU) in Q1 2022, closing a stake of 350 shares — an estimated $225K sold.

Keeley-Teton Advisors first reported a position in INTU in Q4 2021 and held it in 1 quarter. The position peaked at $225K in Q4 2021. 1,554 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

Keeley-Teton Advisors reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
Keeley-Teton Advisors sold 350 Intuit shares in Q1 2022, an estimated $225K.
Keeley-Teton Advisors first reported a position in Intuit in Q4 2021 and held it in 1 quarter.
Keeley-Teton Advisors's Intuit position peaked at $225K in Q4 2021.
1,554 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Keeley-Teton Advisors's 13F filing for Q1 2022, filed 18 May 2022.