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Security Asset Management’s Intuit INTU Stock Holding History

Security Asset 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 		$1.38M Sell
3,096
-1,480
-32% -$608K 0.81% 38
2022
Q4 		$1.78M Sell
4,576
-50
-1% -$19.8K 0.99% 37
2022
Q3 		$1.79M Buy
4,626
+125
+3% +$54K 1.08% 37
2022
Q2 		$1.74M Buy
4,501
+290
+7% +$120K 0.95% 37
2022
Q1 		$2.02M Buy
+4,211
New +$2.16M 0.87% 44

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

Security Asset Management's INTU Position: Q1 2023 in Review

Security Asset Management reduced its Intuit (INTU) stake by 32% in Q1 2023, selling an estimated $608K and leaving 3,096 shares worth $1.38M. The position accounts for 0.81% of the portfolio, ranked #38.

Security Asset Management first reported a position in INTU in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.02M in Q1 2022. 1,612 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

  • Security Asset Management held 3,096 shares of Intuit worth $1.38M as of Q1 2023.
  • Security Asset Management sold 1,480 Intuit shares in Q1 2023, an estimated $608K.
  • Intuit made up 0.81% of Security Asset Management's portfolio in Q1 2023, its #38 holding.
  • Security Asset Management first reported a position in Intuit in Q1 2022 and has held it in 5 quarters since.
  • Security Asset Management's Intuit position peaked at $2.02M in Q1 2022.
  • 1,612 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on Security Asset Management's 13F filing for Q1 2023, filed 12 May 2023.