NCM
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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 0.1% 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
BlackRock New York $5.7T AUM 30.48% 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 $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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return