Neo Ivy Capital Management’s Intuit INTU Stock Holding History

Neo Ivy 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
2023 Q3	–	Sell	-3,552	Closed	-$1.63M	–	384
2023 Q2	$1.63M	Buy	+3,552	New	+$1.56M	0.86%	22
2022 Q4	$483K	Buy	+1,242	New	+$493K	0.33%	133
2022 Q3	–	Sell	-622	Closed	-$239K	–	457
2022 Q2	$239K	Buy	+622	New	+$258K	0.64%	36
2020 Q4	–	Sell	-935	Closed	-$305K	–	491
2020 Q3	$305K	Buy	+935	New	+$293K	0.31%	117
2019 Q3	–	Sell	-5,546	Closed	-$1.45M	–	338
2019 Q2	$1.45M	Buy	+5,546	New	+$1.41M	0.82%	4

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neo Ivy Capital Management's INTU Position: Q3 2023 in Review

Neo Ivy Capital Management sold out of Intuit (INTU) in Q3 2023, closing a stake of 3,552 shares — an estimated $1.63M sold.

Neo Ivy Capital Management first reported a position in INTU in Q2 2019 and held it in 5 quarters. The position peaked at $1.63M in Q2 2023. 1,741 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

Neo Ivy Capital Management reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
Neo Ivy Capital Management sold 3,552 Intuit shares in Q3 2023, an estimated $1.63M.
Neo Ivy Capital Management first reported a position in Intuit in Q2 2019 and held it in 5 quarters.
Neo Ivy Capital Management's Intuit position peaked at $1.63M in Q2 2023.
1,741 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Neo Ivy Capital Management's 13F filing for Q3 2023, filed 30 Nov 2023.