Mackay Shields LLC’s Intuit INTU Stock Holding History

Mackay Shields LLC’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 Q2	–	Sell	-40,617	Closed	-$19.5M	–	470
2022 Q1	$19.5M	Sell	40,617 -1,600	-4%	-$819K	0.17%	142
2021 Q4	$27.2M	Buy	42,217 +478	+1%	+$295K	0.23%	118
2021 Q3	$22.5M	Sell	41,739 -1,209	-3%	-$652K	0.21%	113
2021 Q2	$21.1M	Sell	42,948 -4,012	-9%	-$1.74M	0.2%	132
2021 Q1	$18M	Sell	46,960 -6,041	-11%	-$2.33M	0.13%	158
2020 Q4	$20.1M	Buy	53,001 +7,712	+17%	+$2.71M	0.14%	162
2020 Q3	$14.8M	Sell	45,289 -44,239	-49%	-$13.8M	0.1%	218
2020 Q2	$26.5M	Sell	89,528 -2,307	-3%	-$633K	0.21%	106
2020 Q1	$21.1M	Buy	91,835 +47,416	+107%	+$12.8M	0.2%	125
2019 Q4	$11.6M	Sell	44,419 -58,045	-57%	-$15.2M	0.08%	288
2019 Q3	$27.2M	Buy	102,464 +36,116	+54%	+$9.93M	0.17%	152
2019 Q2	$17.3M	Buy	66,348 +11,338	+21%	+$2.88M	0.12%	199
2019 Q1	$14.4M	Buy	55,010 +13,158	+31%	+$3.04M	0.1%	240
2018 Q4	$8.24M	Sell	41,852 -7,774	-16%	-$1.62M	0.07%	349
2018 Q3	$11.3M	Buy	49,626 +10,175	+26%	+$2.19M	0.09%	283
2018 Q2	$8.06M	Sell	39,451 -1,427	-3%	-$274K	0.06%	390
2018 Q1	$7.09M	Buy	+40,878	New	+$6.88M	0.04%	433

Other funds holding INTU

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Edgewood Management

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

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