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Pendal Group’s Intuit INTU Stock Holding History

Pendal Group’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
Q4 		$82.8M Buy
212,647
+10,237
+5% +$4.06M 0.71% 54
2022
Q3 		$78.4M Sell
202,410
-65,484
-24% -$28.3M 0.76% 49
2022
Q2 		$103M Buy
267,894
+29,734
+12% +$12.3M 1.01% 33
2022
Q1 		$115M Buy
238,160
+43,001
+22% +$22M 0.94% 36
2021
Q4 		$126M Sell
195,159
-32,004
-14% -$19.8M 1.01% 32
2021
Q3 		$123M Sell
227,163
-32,305
-12% -$17.4M 1.01% 36
2021
Q2 		$127M Sell
259,468
-1,513
-0.6% -$656K 1.17% 24
2021
Q1 		$100M Sell
260,981
-61,338
-19% -$23.6M 0.98% 44
2020
Q4 		$122M Sell
322,319
-6,800
-2% -$2.39M 1.28% 20
2020
Q3 		$107M Sell
329,119
-2,475
-0.7% -$774K 1.31% 23
2020
Q2 		$98.2M Sell
331,594
-12,337
-4% -$3.38M 1.34% 20
2020
Q1 		$79.1M Sell
343,931
-80,988
-19% -$21.9M 1.35% 22
2019
Q4 		$111M Buy
424,919
+29,424
+7% +$7.69M 1.46% 14
2019
Q3 		$105M Sell
395,495
-6,620
-2% -$1.82M 1.37% 20
2019
Q2 		$94M Buy
402,115
+6,237
+2% +$1.58M 1.31% 16
2019
Q1 		$103M Sell
395,878
-60,529
-13% -$14M 1.42% 15
2018
Q4 		$79.1M Sell
456,407
-42,708
-9% -$8.89M 1.26% 21
2018
Q3 		$113M Sell
499,115
-40,906
-8% -$8.79M 1.54% 14
2018
Q2 		$110M Sell
540,021
-149,053
-22% -$28.6M 1.43% 16
2018
Q1 		$119M Sell
689,074
-35,649
-5% -$6M 1.54% 15
2017
Q4 		$114M Buy
724,723
+25,447
+4% +$3.88M 1.48% 17
2017
Q3 		$99.4M Hold
699,276
– – 1.29% 27
2017
Q2 		$92.9M Buy
+699,276
New +$90.7M 1.34% 23

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

Pendal Group's INTU Position: Q4 2022 in Review

Pendal Group increased its Intuit (INTU) stake by 5.1% in Q4 2022, buying an estimated $4.06M and bringing the position to 212,647 shares worth $82.8M. The position accounts for 0.71% of the portfolio, ranked #54.

Pendal Group first reported a position in INTU in Q2 2017 and has held it in 23 quarters since. The position peaked at $127M in Q2 2021. 1,559 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

  • Pendal Group held 212,647 shares of Intuit worth $82.8M as of Q4 2022.
  • Pendal Group bought 10,237 Intuit shares in Q4 2022, an estimated $4.06M.
  • Intuit made up 0.71% of Pendal Group's portfolio in Q4 2022, its #54 holding.
  • Pendal Group first reported a position in Intuit in Q2 2017 and has held it in 23 quarters since.
  • Pendal Group's Intuit position peaked at $127M in Q2 2021.
  • 1,559 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.