Schubert & Co’s Intuit INTU Stock Holding History

Schubert & Co’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 Q2	–	Sell	-9	Closed	-$4.01K	–	749
2023 Q1	$4.01K	Sell	9 -1	-10%	-$411	﹤0.01%	558
2022 Q4	$3.89K	Buy	10 +2	+25%	+$793	﹤0.01%	537
2022 Q3	$3K	Sell	8 -4	-33%	-$1.73K	﹤0.01%	622
2022 Q2	$5K	Buy	12 +6	+100%	+$2.48K	﹤0.01%	359
2022 Q1	$3K	Sell	6 -4	-40%	-$2.05K	﹤0.01%	283
2021 Q4	$6K	Buy	+10	New	+$6.17K	0.01%	125

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Schubert & Co's INTU Position: Q2 2023 in Review

Schubert & Co sold out of Intuit (INTU) in Q2 2023, closing a stake of 9 shares — an estimated $4.01K sold.

Schubert & Co first reported a position in INTU in Q4 2021 and held it in 6 quarters. The position peaked at $6K in Q4 2021. 1,667 funds tracked by Wall St. Rank hold INTU as of Q2 2023.

Schubert & Co reported no remaining Intuit position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 9 Intuit shares in Q2 2023, an estimated $4.01K.
Schubert & Co first reported a position in Intuit in Q4 2021 and held it in 6 quarters.
Schubert & Co's Intuit position peaked at $6K in Q4 2021.
1,667 funds tracked by Wall St. Rank held Intuit as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.