Lakewood Asset Management’s Intuit INTU Stock Holding History

Lakewood Asset Management’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 Q1	–	Sell	-20	Closed	-$8K	–	196
2022 Q4	$8K	Buy	+20	New	+$7.93K	0.01%	260

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lakewood Asset Management's INTU Position: Q1 2023 in Review

Lakewood Asset Management sold out of Intuit (INTU) in Q1 2023, closing a stake of 20 shares — an estimated $8K sold.

Lakewood Asset Management first reported a position in INTU in Q4 2022 and held it in 1 quarter. The position peaked at $8K in Q4 2022. 1,612 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

Lakewood Asset Management reported no remaining Intuit position as of Q1 2023 after selling out during the quarter.
Lakewood Asset Management sold 20 Intuit shares in Q1 2023, an estimated $8K.
Lakewood Asset Management first reported a position in Intuit in Q4 2022 and held it in 1 quarter.
Lakewood Asset Management's Intuit position peaked at $8K in Q4 2022.
1,612 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.