Next Capital Management’s Intuit INTU Stock Holding History

Next 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
2022 Q1	–	Sell	-500	Closed	-$322K	–	120
2021 Q4	$322K	Hold	500	–	–	0.22%	81
2021 Q3	$270K	Hold	500	–	–	0.2%	87
2021 Q2	$245K	Buy	+500	New	+$217K	0.16%	95
2020 Q2	–	Sell	-500	Closed	-$115K	–	100
2020 Q1	$115K	Buy	+500	New	+$135K	0.09%	95
2019 Q4	–	Sell	-500	Closed	-$133K	–	142
2019 Q3	$133K	Sell	500 -294	-37%	-$80.9K	0.09%	90
2019 Q2	$207K	Buy	794 +294	+59%	+$74.7K	0.14%	82
2019 Q1	$131K	Hold	500	–	–	0.11%	97
2018 Q4	$98K	Buy	+500	New	+$104K	0.09%	102

Other funds holding INTU

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Next Capital Management's INTU Position: Q1 2022 in Review

Next Capital Management sold out of Intuit (INTU) in Q1 2022, closing a stake of 500 shares — an estimated $322K sold.

Next Capital Management first reported a position in INTU in Q4 2018 and held it in 8 quarters. The position peaked at $322K in Q4 2021. 1,553 funds tracked by Wall St. Rank hold INTU as of Q1 2022.

Next Capital Management reported no remaining Intuit position as of Q1 2022 after selling out during the quarter.
Next Capital Management sold 500 Intuit shares in Q1 2022, an estimated $322K.
Next Capital Management first reported a position in Intuit in Q4 2018 and held it in 8 quarters.
Next Capital Management's Intuit position peaked at $322K in Q4 2021.
1,553 funds tracked by Wall St. Rank held Intuit as of Q1 2022.

Based on Next Capital Management's 13F filing for Q1 2022, filed 2 May 2022.