Standard Family Office’s Intuit INTU Stock Holding History

Standard Family Office’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	-35	Closed	-$14K	–	220
2022 Q3	$14K	Buy	+35	New	+$15.1K	0.01%	227
2021 Q3	–	Sell	-1,783	Closed	-$874K	–	294
2021 Q2	$874K	Buy	1,783 +4	+0.2%	+$1.73K	0.18%	57
2021 Q1	$681K	Sell	1,779 -3	-0.2%	-$1.16K	0.16%	53
2020 Q4	$677K	Buy	+1,782	New	+$626K	0.16%	50

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Standard Family Office's INTU Position: Q4 2022 in Review

Standard Family Office sold out of Intuit (INTU) in Q4 2022, closing a stake of 35 shares — an estimated $14K sold.

Standard Family Office first reported a position in INTU in Q4 2020 and held it in 4 quarters. The position peaked at $874K in Q2 2021. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

Standard Family Office reported no remaining Intuit position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 35 Intuit shares in Q4 2022, an estimated $14K.
Standard Family Office first reported a position in Intuit in Q4 2020 and held it in 4 quarters.
Standard Family Office's Intuit position peaked at $874K in Q2 2021.
1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.