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MD Financial Management’s Intuit INTU Stock Holding History

MD Financial 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 		$855K Buy
1,329
+131
+11% +$80.9K 0.02% 258
2021
Q3 		$646K Buy
1,198
+111
+10% +$59.8K 0.02% 257
2021
Q2 		$533K Sell
1,087
-4,041
-79% -$1.75M 0.02% 253
2021
Q1 		$1.96M Buy
+5,128
New +$1.97M 0.06% 120

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

MD Financial Management's INTU Position: Q4 2021 in Review

MD Financial Management increased its Intuit (INTU) stake by 11% in Q4 2021, buying an estimated $80.9K and bringing the position to 1,329 shares worth $855K. The position accounts for 0.02% of the portfolio, ranked #258.

MD Financial Management first reported a position in INTU in Q1 2021 and has held it in 4 quarters since. The position peaked at $1.96M in Q1 2021. 1,665 funds tracked by Wall St. Rank hold INTU as of Q4 2021.

  • MD Financial Management held 1,329 shares of Intuit worth $855K as of Q4 2021.
  • MD Financial Management bought 131 Intuit shares in Q4 2021, an estimated $80.9K.
  • Intuit made up 0.02% of MD Financial Management's portfolio in Q4 2021, its #258 holding.
  • MD Financial Management first reported a position in Intuit in Q1 2021 and has held it in 4 quarters since.
  • MD Financial Management's Intuit position peaked at $1.96M in Q1 2021.
  • 1,665 funds tracked by Wall St. Rank held Intuit as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.