Meristem Family Wealth’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4.83M | Sell |
10,048
-3,854
| -28% | -$1.97M | 0.52% | 24 |
|
|
2021
Q4 | $8.94M | Buy |
13,902
+3,434
| +33% | +$2.12M | 0.77% | 17 |
|
|
2021
Q3 | $5.65M | Sell |
10,468
-341
| -3% | -$184K | 0.54% | 26 |
|
|
2021
Q2 | $5.3M | Sell |
10,809
-14
| -0.1% | -$6.07K | 0.83% | 17 |
|
|
2021
Q1 | $4.15M | Buy |
10,823
+40
| +0.4% | +$15.4K | 0.84% | 18 |
|
|
2020
Q4 | $4.1M | Sell |
10,783
-2
| -0% | -$702 | 0.87% | 20 |
|
|
2020
Q3 | $3.52M | Hold |
10,785
| – | – | 0.9% | 19 |
|
|
2020
Q2 | $3.19M | Buy |
10,785
+19
| +0.2% | +$5.21K | 0.88% | 19 |
|
|
2020
Q1 | $2.48M | Buy |
10,766
+76
| +0.7% | +$20.6K | 0.76% | 24 |
|
|
2019
Q4 | $2.8M | Buy |
10,690
+35
| +0.3% | +$9.15K | 0.69% | 28 |
|
|
2019
Q3 | $2.83M | Buy |
10,655
+378
| +4% | +$104K | 0.77% | 26 |
|
|
2019
Q2 | $2.69M | Hold |
10,277
| – | – | 0.82% | 25 |
|
|
2019
Q1 | $2.69M | Hold |
10,277
| – | – | 0.91% | 24 |
|
|
2018
Q4 | $2.02M | Sell |
10,277
-300
| -3% | -$62.4K | 0.74% | 23 |
|
|
2018
Q3 | $2.4M | Hold |
10,577
| – | – | 0.82% | 20 |
|
|
2018
Q2 | $2.16M | Hold |
10,577
| – | – | 0.76% | 21 |
|
|
2018
Q1 | $1.83M | Hold |
10,577
| – | – | 0.66% | 24 |
|
|
2017
Q4 | $1.67M | Hold |
10,577
| – | – | 0.6% | 25 |
|
|
2017
Q3 | $1.5M | Hold |
10,577
| – | – | 0.6% | 24 |
|
|
2017
Q2 | $1.41M | Hold |
10,577
| – | – | 0.58% | 27 |
|
|
2017
Q1 | $1.23M | Sell |
10,577
-70
| -0.7% | -$8.39K | 0.49% | 28 |
|
|
2016
Q4 | $1.22M | Sell |
10,647
-3,806
| -26% | -$426K | 0.5% | 32 |
|
|
2016
Q3 | $1.59M | Hold |
14,453
| – | – | 0.67% | 27 |
|
|
2016
Q2 | $1.61M | Hold |
14,453
| – | – | 0.71% | 26 |
|
|
2016
Q1 | $1.5M | Hold |
14,453
| – | – | 0.66% | 26 |
|
|
2015
Q4 | $1.4M | Sell |
14,453
-420
| -3% | -$40.6K | 0.55% | 30 |
|
|
2015
Q3 | $1.32M | Sell |
14,873
-1,078
| -7% | -$105K | 0.69% | 27 |
|
|
2015
Q2 | $1.61M | Hold |
15,951
| – | – | 0.7% | 26 |
|
|
2015
Q1 | $1.55M | Hold |
15,951
| – | – | 0.65% | 27 |
|
|
2014
Q4 | $1.47M | Hold |
15,951
| – | – | 0.54% | 31 |
|
|
2014
Q3 | $1.4M | Sell |
15,951
-174
| -1% | -$14.5K | 0.6% | 30 |
|
|
2014
Q2 | $1.3M | Hold |
16,125
| – | – | 0.54% | 32 |
|
|
2014
Q1 | $1.25M | Sell |
16,125
-1,318
| -8% | -$101K | 0.55% | 31 |
|
|
2013
Q4 | $1.33M | Sell |
17,443
-312
| -2% | -$22.4K | 0.55% | 32 |
|
|
2013
Q3 | $1.18M | Buy |
17,755
+15
| +0.1% | +$967 | 0.54% | 33 |
|
|
2013
Q2 | $1.08M | Buy |
+17,740
| New | +$1.07M | 0.5% | 34 |
|
Other funds holding INTU
NHC
Meristem Family Wealth's INTU Position: Q1 2022 in Review
Meristem Family Wealth reduced its Intuit (INTU) stake by 28% in Q1 2022, selling an estimated $1.97M and leaving 10,048 shares worth $4.83M. The position accounts for 0.52% of the portfolio, ranked #24.
Meristem Family Wealth first reported a position in INTU in Q2 2013 and has held it in 36 quarters since. The position peaked at $8.94M in Q4 2021. 1,554 funds tracked by Wall St. Rank hold INTU as of Q1 2022.
- Meristem Family Wealth held 10,048 shares of Intuit worth $4.83M as of Q1 2022.
- Meristem Family Wealth sold 3,854 Intuit shares in Q1 2022, an estimated $1.97M.
- Intuit made up 0.52% of Meristem Family Wealth's portfolio in Q1 2022, its #24 holding.
- Meristem Family Wealth first reported a position in Intuit in Q2 2013 and has held it in 36 quarters since.
- Meristem Family Wealth's Intuit position peaked at $8.94M in Q4 2021.
- 1,554 funds tracked by Wall St. Rank held Intuit as of Q1 2022.
Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.