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Stamos Capital Partners’s Intuit INTU Stock Holding History

Stamos Capital Partners’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 		– Sell
-1,540
Closed -$596K – 155
2022
Q3 		$596K Sell
1,540
-1,270
-45% -$549K 0.15% 108
2022
Q2 		$1.08M Buy
2,810
+1,010
+56% +$418K 0.33% 63
2022
Q1 		$866K Buy
+1,800
New +$922K 0.29% 69

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

Stamos Capital Partners's INTU Position: Q4 2022 in Review

Stamos Capital Partners sold out of Intuit (INTU) in Q4 2022, closing a stake of 1,540 shares — an estimated $596K sold.

Stamos Capital Partners first reported a position in INTU in Q1 2022 and held it in 3 quarters. The position peaked at $1.08M in Q2 2022. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

  • Stamos Capital Partners reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
  • Stamos Capital Partners sold 1,540 Intuit shares in Q4 2022, an estimated $596K.
  • Stamos Capital Partners first reported a position in Intuit in Q1 2022 and held it in 3 quarters.
  • Stamos Capital Partners's Intuit position peaked at $1.08M in Q2 2022.
  • 1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Stamos Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.