MFGM
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Marshall Financial Group (Maryland)’s Intuit INTU Stock Holding History

Marshall Financial Group (Maryland)’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
-2,257
Closed -$1.08M – 201
2022
Q1 		$1.08M Sell
2,257
-33
-1% -$16.9K 0.44% 78
2021
Q4 		$1.47M Buy
2,290
+1,141
+99% +$704K 0.54% 47
2021
Q3 		$620K Sell
1,149
-15
-1% -$8.08K 0.32% 112
2021
Q2 		$571K Sell
1,164
-2,274
-66% -$986K 0.31% 118
2021
Q1 		$1.32M Buy
3,438
+96
+3% +$37K 0.79% 40
2020
Q4 		$1.27M Buy
+3,342
New +$1.17M 0.83% 36

Other funds holding INTU

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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 $1.56T 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
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return