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Sargent Bickham Lagudis’s Intuit INTU Stock Holding History

Sargent Bickham Lagudis’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 		$2.95M Sell
7,570
-1,124
-13% -$446K 0.24% 79
2022
Q3 		$3.37M Buy
8,694
+1,386
+19% +$599K 0.3% 71
2022
Q2 		$2.82M Buy
7,308
+149
+2% +$61.7K 0.24% 94
2022
Q1 		$3.44M Buy
7,159
+604
+9% +$309K 0.27% 77
2021
Q4 		$4.22M Sell
6,555
-149
-2% -$92K 0.32% 71
2021
Q3 		$3.62M Sell
6,704
-138
-2% -$74.4K 0.29% 76
2021
Q2 		$3.35M Buy
6,842
+917
+15% +$398K 0.27% 75
2021
Q1 		$2.27M Buy
5,925
+5,320
+879% +$2.05M 0.2% 93
2020
Q4 		$230K Hold
605
– – 0.02% 217
2020
Q3 		$197K Sell
605
-29
-5% -$9.07K 0.02% 218
2020
Q2 		$188K Hold
634
– – 0.02% 208
2020
Q1 		$146K Buy
634
+550
+655% +$149K 0.02% 218
2019
Q4 		$22K Hold
84
– – ﹤0.01% 509
2019
Q3 		$22K Sell
84
-65
-44% -$17.9K ﹤0.01% 463
2019
Q2 		$39K Buy
149
+65
+77% +$16.5K ﹤0.01% 400
2019
Q1 		$22K Hold
84
– – ﹤0.01% 500
2018
Q4 		$17K Hold
84
– – ﹤0.01% 513
2018
Q3 		$19K Hold
84
– – ﹤0.01% 509
2018
Q2 		$17K Hold
84
– – ﹤0.01% 518
2018
Q1 		$15K Hold
84
– – ﹤0.01% 526
2017
Q4 		$13K Hold
84
– – ﹤0.01% 566
2017
Q3 		$12K Hold
84
– – ﹤0.01% 579
2017
Q2 		$11K Hold
84
– – ﹤0.01% 559
2017
Q1 		$10K Sell
84
-86
-51% -$10.3K ﹤0.01% 596
2016
Q4 		$19K Hold
170
– – ﹤0.01% 466
2016
Q3 		$19K Sell
170
-15
-8% -$1.68K ﹤0.01% 483
2016
Q2 		$21K Buy
185
+15
+9% +$1.57K ﹤0.01% 453
2016
Q1 		$18K Buy
+170
New +$16.4K ﹤0.01% 487

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

Sargent Bickham Lagudis's INTU Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Intuit (INTU) stake by 13% in Q4 2022, selling an estimated $446K and leaving 7,570 shares worth $2.95M. The position accounts for 0.24% of the portfolio, ranked #79.

Sargent Bickham Lagudis first reported a position in INTU in Q1 2016 and has held it in 28 quarters since. The position peaked at $4.22M in Q4 2021. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

  • Sargent Bickham Lagudis held 7,570 shares of Intuit worth $2.95M as of Q4 2022.
  • Sargent Bickham Lagudis sold 1,124 Intuit shares in Q4 2022, an estimated $446K.
  • Intuit made up 0.24% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #79 holding.
  • Sargent Bickham Lagudis first reported a position in Intuit in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Intuit position peaked at $4.22M in Q4 2021.
  • 1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.