Yorktown Management & Research Company’s Intuit INTU Stock Holding History

Yorktown Management & Research Company’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	–	Sell	-439	Closed	-$201K	–	222
2023 Q2	$201K	Buy	+439	New	+$192K	0.22%	194
2022 Q2	–	Sell	-439	Closed	-$211K	–	209
2022 Q1	$211K	Sell	439 -221	-33%	-$113K	0.18%	206
2021 Q4	$425K	Hold	660	–	–	0.29%	144
2021 Q3	$356K	Hold	660	–	–	0.27%	155
2021 Q2	$324K	Hold	660	–	–	0.25%	161
2021 Q1	$253K	Buy	+660	New	+$254K	0.21%	179
2020 Q4	–	Sell	-950	Closed	-$310K	–	236
2020 Q3	$310K	Hold	950	–	–	0.29%	189
2020 Q2	$281K	Hold	950	–	–	0.25%	212
2020 Q1	$218K	Hold	950	–	–	0.22%	205
2019 Q4	$249K	Hold	950	–	–	0.13%	232
2019 Q3	$253K	Sell	950 -650	-41%	-$179K	0.14%	227
2019 Q2	$418K	Hold	1,600	–	–	0.16%	163
2019 Q1	$418K	Hold	1,600	–	–	0.14%	178
2018 Q4	$315K	Hold	1,600	–	–	0.1%	200
2018 Q3	$364K	Hold	1,600	–	–	0.11%	203
2018 Q2	$327K	Sell	1,600 -700	-30%	-$134K	0.09%	237
2018 Q1	$399K	Hold	2,300	–	–	0.12%	165
2017 Q4	$363K	Hold	2,300	–	–	0.1%	200
2017 Q3	$327K	Hold	2,300	–	–	0.09%	201
2017 Q2	$305K	Hold	2,300	–	–	0.1%	149
2017 Q1	$267K	Hold	2,300	–	–	0.07%	222
2016 Q4	$264K	Sell	2,300 -700	-23%	-$78.4K	0.07%	209
2016 Q3	$330K	Hold	3,000	–	–	0.07%	130
2016 Q2	$335K	Hold	3,000	–	–	0.08%	137
2016 Q1	$312K	Hold	3,000	–	–	0.06%	201
2015 Q4	$290K	Hold	3,000	–	–	0.05%	253
2015 Q3	$266K	Hold	3,000	–	–	0.04%	294
2015 Q2	$302K	Hold	3,000	–	–	0.05%	240
2015 Q1	$291K	Hold	3,000	–	–	0.05%	237
2014 Q4	$277K	Buy	+3,000	New	+$267K	0.06%	204

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

Yorktown Management & Research Company's INTU Position: Q3 2023 in Review

Yorktown Management & Research Company sold out of Intuit (INTU) in Q3 2023, closing a stake of 439 shares — an estimated $201K sold.

Yorktown Management & Research Company first reported a position in INTU in Q4 2014 and held it in 30 quarters. The position peaked at $425K in Q4 2021. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

Yorktown Management & Research Company reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
Yorktown Management & Research Company sold 439 Intuit shares in Q3 2023, an estimated $201K.
Yorktown Management & Research Company first reported a position in Intuit in Q4 2014 and held it in 30 quarters.
Yorktown Management & Research Company's Intuit position peaked at $425K in Q4 2021.
1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Yorktown Management & Research Company's 13F filing for Q3 2023, filed 26 Oct 2023.