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Parsec Financial Management’s Intuit INTU Stock Holding History

Parsec Financial 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
Q1 		$501K Sell
1,123
-25
-2% -$10.3K 0.02% 202
2022
Q4 		$447K Sell
1,148
-70
-6% -$27.8K 0.02% 212
2022
Q3 		$472K Hold
1,218
– – 0.02% 200
2022
Q2 		$469K Sell
1,218
-17
-1% -$7.04K 0.02% 210
2022
Q1 		$594K Sell
1,235
-4
-0.3% -$2.05K 0.03% 205
2021
Q4 		$797K Hold
1,239
– – 0.03% 182
2021
Q3 		$759K Buy
1,239
+134
+12% +$72.2K 0.03% 177
2021
Q2 		$542K Hold
1,105
– – 0.03% 193
2021
Q1 		$423K Hold
1,105
– – 0.02% 197
2020
Q4 		$420K Hold
1,105
– – 0.02% 188
2020
Q3 		$360K Hold
1,105
– – 0.02% 191
2020
Q2 		$327K Hold
1,105
– – 0.02% 186
2020
Q1 		$254K Hold
1,105
– – 0.02% 198
2019
Q4 		$289K Hold
1,105
– – 0.02% 208
2019
Q3 		$294K Sell
1,105
-200
-15% -$55K 0.02% 202
2019
Q2 		$341K Hold
1,305
– – 0.02% 196
2019
Q1 		$341K Sell
1,305
-52
-4% -$12K 0.02% 193
2018
Q4 		$267K Hold
1,357
– – 0.02% 203
2018
Q3 		$309K Sell
1,357
-48
-3% -$10.3K 0.02% 201
2018
Q2 		$287K Buy
1,405
+35
+3% +$6.71K 0.02% 204
2018
Q1 		$237K Sell
1,370
-41
-3% -$6.9K 0.02% 211
2017
Q4 		$223K Hold
1,411
– – 0.02% 217
2017
Q3 		$201K Buy
+1,411
New +$195K 0.01% 223

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Parsec Financial Management's INTU Position: Q1 2023 in Review

Parsec Financial Management reduced its Intuit (INTU) stake by 2.2% in Q1 2023, selling an estimated $10.3K and leaving 1,123 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #202.

Parsec Financial Management first reported a position in INTU in Q3 2017 and has held it in 23 quarters since. The position peaked at $797K in Q4 2021. 1,612 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

  • Parsec Financial Management held 1,123 shares of Intuit worth $501K as of Q1 2023.
  • Parsec Financial Management sold 25 Intuit shares in Q1 2023, an estimated $10.3K.
  • Intuit made up 0.02% of Parsec Financial Management's portfolio in Q1 2023, its #202 holding.
  • Parsec Financial Management first reported a position in Intuit in Q3 2017 and has held it in 23 quarters since.
  • Parsec Financial Management's Intuit position peaked at $797K in Q4 2021.
  • 1,612 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.