Syntax Advisors’s Intuit INTU Stock Holding History

Syntax Advisors’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 Q3	$205K	Sell	401 -99	-20%	-$50.1K	0.18%	179
2023 Q2	$229K	Sell	500 -75	-13%	-$32.8K	0.18%	164
2023 Q1	$256K	Buy	575 +4	+0.7%	+$1.64K	0.19%	134
2022 Q4	$222K	Buy	571 +27	+5%	+$10.7K	0.19%	164
2022 Q3	$211K	Sell	544 -50	-8%	-$21.6K	0.18%	172
2022 Q2	$229K	Buy	594 +101	+20%	+$41.8K	0.19%	157
2022 Q1	$237K	Buy	493 +129	+35%	+$66.1K	0.2%	162
2021 Q4	$234K	Buy	+364	New	+$225K	0.17%	193

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Syntax Advisors's INTU Position: Q3 2023 in Review

Syntax Advisors reduced its Intuit (INTU) stake by 20% in Q3 2023, selling an estimated $50.1K and leaving 401 shares worth $205K. The position accounts for 0.18% of the portfolio, ranked #179.

Syntax Advisors first reported a position in INTU in Q4 2021 and has held it in 8 quarters since. The position peaked at $256K in Q1 2023. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

Syntax Advisors held 401 shares of Intuit worth $205K as of Q3 2023.
Syntax Advisors sold 99 Intuit shares in Q3 2023, an estimated $50.1K.
Intuit made up 0.18% of Syntax Advisors's portfolio in Q3 2023, its #179 holding.
Syntax Advisors first reported a position in Intuit in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Intuit position peaked at $256K in Q1 2023.
1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.