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Swarthmore Group’s Intuit INTU Stock Holding History

Swarthmore 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 		$232K Sell
601
-7,772
-93% -$3.22M 0.09% 43
2022
Q1 		$4.03M Buy
+8,373
New +$4.29M 1.03% 40

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Swarthmore Group's INTU Position: Q2 2022 in Review

Swarthmore Group reduced its Intuit (INTU) stake by 93% in Q2 2022, selling an estimated $3.22M and leaving 601 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #43.

Swarthmore Group first reported a position in INTU in Q1 2022 and has held it in 2 quarters since. The position peaked at $4.03M in Q1 2022. 1,499 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • Swarthmore Group held 601 shares of Intuit worth $232K as of Q2 2022.
  • Swarthmore Group sold 7,772 Intuit shares in Q2 2022, an estimated $3.22M.
  • Intuit made up 0.09% of Swarthmore Group's portfolio in Q2 2022, its #43 holding.
  • Swarthmore Group first reported a position in Intuit in Q1 2022 and has held it in 2 quarters since.
  • Swarthmore Group's Intuit position peaked at $4.03M in Q1 2022.
  • 1,499 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Swarthmore Group's 13F filing for Q2 2022, filed 20 Jul 2022.