Spectrum Management Group’s Intuit INTU Stock Holding History

Spectrum Management Group’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 Q2	–	Sell	-5	Closed	-$2K	–	275
2022 Q1	$2K	Sell	5 -7,377	-100%	-$3.78M	﹤0.01%	309
2021 Q4	$4.75M	Buy	7,382 +740	+11%	+$457K	0.68%	45
2021 Q3	$3.58M	Buy	6,642 +1,516	+30%	+$817K	0.56%	54
2021 Q2	$2.51M	Buy	5,126 +1,035	+25%	+$449K	0.44%	65
2021 Q1	$1.57M	Buy	+4,091	New	+$1.58M	0.31%	76
2020 Q1	–	Sell	-2,140	Closed	-$561K	–	269
2019 Q4	$561K	Buy	2,140 +20	+0.9%	+$5.23K	0.23%	63
2019 Q3	$564K	Hold	2,120	–	–	0.19%	57
2019 Q2	$554K	Sell	2,120 -10	-0.5%	-$2.54K	0.15%	65
2019 Q1	$557K	Buy	2,130 +2,105	+8,420%	+$486K	0.17%	57
2018 Q4	$5K	Hold	25	–	–	﹤0.01%	189
2018 Q3	$6K	Hold	25	–	–	﹤0.01%	188
2018 Q2	$5K	Hold	25	–	–	﹤0.01%	196
2018 Q1	$4K	Hold	25	–	–	﹤0.01%	191
2017 Q4	$4K	Hold	25	–	–	﹤0.01%	209
2017 Q3	$4K	Buy	+25	New	+$3.45K	﹤0.01%	286

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 $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spectrum Management Group's INTU Position: Q2 2022 in Review

Spectrum Management Group sold out of Intuit (INTU) in Q2 2022, closing a stake of 5 shares — an estimated $2K sold.

Spectrum Management Group first reported a position in INTU in Q3 2017 and held it in 15 quarters. The position peaked at $4.75M in Q4 2021. 1,497 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

Spectrum Management Group reported no remaining Intuit position as of Q2 2022 after selling out during the quarter.
Spectrum Management Group sold 5 Intuit shares in Q2 2022, an estimated $2K.
Spectrum Management Group first reported a position in Intuit in Q3 2017 and held it in 15 quarters.
Spectrum Management Group's Intuit position peaked at $4.75M in Q4 2021.
1,497 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Spectrum Management Group's 13F filing for Q2 2022, filed 29 Jul 2022.