TrustCore Financial Services’s Intuit INTU Stock Holding History

TrustCore Financial Services’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	$155K	Hold	399	–	–	0.01%	301
2022 Q3	$155K	Sell	399 -15	-4%	-$6.48K	0.01%	292
2022 Q2	$160K	Buy	414 +15	+4%	+$6.21K	0.01%	282
2022 Q1	$192K	Hold	399	–	–	0.02%	283
2021 Q4	$257K	Hold	399	–	–	0.03%	228
2021 Q3	$215K	Buy	399 +26	+7%	+$14K	0.02%	263
2021 Q2	$183K	Buy	373 +69	+23%	+$29.9K	0.02%	276
2021 Q1	$116K	Hold	304	–	–	0.01%	312
2020 Q4	$115K	Buy	304 +29	+11%	+$10.2K	0.01%	308
2020 Q3	$90K	Hold	275	–	–	0.01%	316
2020 Q2	$81K	Hold	275	–	–	0.01%	328
2020 Q1	$63K	Hold	275	–	–	0.01%	329
2019 Q4	$72K	Hold	275	–	–	0.01%	329
2019 Q3	$73K	Hold	275	–	–	0.02%	312
2019 Q2	$72K	Buy	+275	New	+$69.9K	0.02%	308

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

TrustCore Financial Services's INTU Position: Q4 2022 in Review

TrustCore Financial Services held its Intuit (INTU) position steady in Q4 2022 at 399 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #301.

TrustCore Financial Services first reported a position in INTU in Q2 2019 and has held it in 15 quarters since. The position peaked at $257K in Q4 2021. 1,559 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

TrustCore Financial Services held 399 shares of Intuit worth $155K as of Q4 2022.
TrustCore Financial Services left its Intuit share count unchanged in Q4 2022.
Intuit made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #301 holding.
TrustCore Financial Services first reported a position in Intuit in Q2 2019 and has held it in 15 quarters since.
TrustCore Financial Services's Intuit position peaked at $257K in Q4 2021.
1,559 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.