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Marathon Capital Management’s Intuit INTU Stock Holding History

Marathon Capital 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
2021
Q4 		– Sell
-1,525
Closed -$823K – 192
2021
Q3 		$823K Buy
+1,525
New +$822K 0.19% 75

Other funds holding INTU

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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 $1.56T AUM 27.86% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Marathon Capital Management's INTU Position: Q4 2021 in Review

Marathon Capital Management sold out of Intuit (INTU) in Q4 2021, closing a stake of 1,525 shares — an estimated $823K sold.

Marathon Capital Management first reported a position in INTU in Q3 2021 and held it in 1 quarter. The position peaked at $823K in Q3 2021. 1,667 funds tracked by Wall St. Rank hold INTU as of Q4 2021.

  • Marathon Capital Management reported no remaining Intuit position as of Q4 2021 after selling out during the quarter.
  • Marathon Capital Management sold 1,525 Intuit shares in Q4 2021, an estimated $823K.
  • Marathon Capital Management first reported a position in Intuit in Q3 2021 and held it in 1 quarter.
  • Marathon Capital Management's Intuit position peaked at $823K in Q3 2021.
  • 1,667 funds tracked by Wall St. Rank held Intuit as of Q4 2021.

Based on Marathon Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.