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Sierra Capital’s Intuit INTU Stock Holding History

Sierra Capital’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 		– Sell
-46
Closed -$18K – 362
2022
Q4 		$18K Hold
46
– – ﹤0.01% 317
2022
Q3 		$18K Buy
46
+11
+31% +$4.75K ﹤0.01% 327
2022
Q2 		$13K Buy
35
+18
+106% +$7.45K ﹤0.01% 425
2022
Q1 		$8K Hold
17
– – ﹤0.01% 494
2021
Q4 		$11K Buy
+17
New +$10.5K ﹤0.01% 472

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 $3.38T AUM 44.17% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Sierra Capital's INTU Position: Q1 2023 in Review

Sierra Capital sold out of Intuit (INTU) in Q1 2023, closing a stake of 46 shares — an estimated $18K sold.

Sierra Capital first reported a position in INTU in Q4 2021 and held it in 5 quarters. The position peaked at $18K in Q4 2022. 1,611 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

  • Sierra Capital reported no remaining Intuit position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 46 Intuit shares in Q1 2023, an estimated $18K.
  • Sierra Capital first reported a position in Intuit in Q4 2021 and held it in 5 quarters.
  • Sierra Capital's Intuit position peaked at $18K in Q4 2022.
  • 1,611 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.