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INTU icon

Newfound Research’s Intuit INTU Stock Holding History

Newfound Research’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
Q3 		$41K Sell
107
-3
-3% -$1.3K 0.1% 125
2022
Q2 		$42K Buy
+110
New +$45.5K 0.09% 130
2021
Q4 		– Sell
-126
Closed -$68K – 131
2021
Q3 		$68K Sell
126
-73
-37% -$39.3K 0.11% 105
2021
Q2 		$98K Sell
199
-5
-2% -$2.17K 0.19% 15
2021
Q1 		$78K Sell
204
-143
-41% -$55.1K 0.18% 49
2020
Q4 		$132K Buy
347
+241
+227% +$84.6K 0.34% 21
2020
Q3 		$35K Buy
+106
New +$33.2K 0.1% 53

Other funds holding INTU

Vanguard Group
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return

Newfound Research's INTU Position: Q3 2022 in Review

Newfound Research reduced its Intuit (INTU) stake by 2.7% in Q3 2022, selling an estimated $1.3K and leaving 107 shares worth $41K. The position accounts for 0.1% of the portfolio, ranked #125.

Newfound Research first reported a position in INTU in Q3 2020 and has held it in 7 quarters since. The position peaked at $132K in Q4 2020. 1,510 funds tracked by Wall St. Rank hold INTU as of Q3 2022.

  • Newfound Research held 107 shares of Intuit worth $41K as of Q3 2022.
  • Newfound Research sold 3 Intuit shares in Q3 2022, an estimated $1.3K.
  • Intuit made up 0.1% of Newfound Research's portfolio in Q3 2022, its #125 holding.
  • Newfound Research first reported a position in Intuit in Q3 2020 and has held it in 7 quarters since.
  • Newfound Research's Intuit position peaked at $132K in Q4 2020.
  • 1,510 funds tracked by Wall St. Rank held Intuit as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.