Zeke Capital Advisors’s Intuit INTU Stock Holding History

Zeke Capital 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
2022 Q4	$1.37M	Buy	3,518 +1,988	+130%	+$789K	0.09%	109
2022 Q3	$593K	Buy	1,530 +116	+8%	+$50.1K	0.04%	187
2022 Q2	$545K	Buy	1,414 +341	+32%	+$141K	0.04%	202
2022 Q1	$516K	Buy	+1,073	New	+$549K	0.03%	224
2020 Q1	–	Sell	-2,779	Closed	-$728K	–	369
2019 Q4	$728K	Sell	2,779 -1,217	-30%	-$318K	0.06%	289
2019 Q3	$1.06M	Sell	3,996 -779	-16%	-$214K	0.09%	176
2019 Q2	$1.25M	Buy	4,775 +891	+23%	+$226K	0.12%	148
2019 Q1	$1.01M	Sell	3,884 -983	-20%	-$227K	0.09%	178
2018 Q4	$958K	Sell	4,867 -295	-6%	-$61.4K	0.09%	208
2018 Q3	$1.17M	Hold	5,162	–	–	0.1%	205
2018 Q2	$1.05M	Hold	5,162	–	–	0.1%	176
2018 Q1	$895K	Buy	5,162 +961	+23%	+$162K	0.08%	213
2017 Q4	$663K	Buy	4,201 +212	+5%	+$32.3K	0.07%	231
2017 Q3	$567K	Buy	3,989 +2,151	+117%	+$297K	0.08%	198
2017 Q2	$244K	Buy	+1,838	New	+$238K	0.05%	235

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

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

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

Fidelity Investments

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

Geode Capital Management

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

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