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Perpetual Investment Management’s Intuit INTU Stock Holding History

Perpetual Investment 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
Q4 		$1.25M Hold
3,200
– – 0.15% 92
2022
Q3 		$1.24M Sell
3,200
-600
-16% -$259K 0.18% 84
2022
Q2 		$1.47M Buy
3,800
+1,100
+41% +$455K 0.21% 93
2022
Q1 		$1.3M Buy
2,700
+2,156
+396% +$1.1M 0.16% 117
2021
Q4 		$350K Buy
+544
New +$336K 0.04% 183

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perpetual Investment Management's INTU Position: Q4 2022 in Review

Perpetual Investment Management held its Intuit (INTU) position steady in Q4 2022 at 3,200 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #92.

Perpetual Investment Management first reported a position in INTU in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.47M in Q2 2022. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

  • Perpetual Investment Management held 3,200 shares of Intuit worth $1.25M as of Q4 2022.
  • Perpetual Investment Management left its Intuit share count unchanged in Q4 2022.
  • Intuit made up 0.15% of Perpetual Investment Management's portfolio in Q4 2022, its #92 holding.
  • Perpetual Investment Management first reported a position in Intuit in Q4 2021 and has held it in 5 quarters since.
  • Perpetual Investment Management's Intuit position peaked at $1.47M in Q2 2022.
  • 1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.