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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zeke Capital Advisors's INTU Position: Q4 2022 in Review

Zeke Capital Advisors increased its Intuit (INTU) stake by 130% in Q4 2022, buying an estimated $789K and bringing the position to 3,518 shares worth $1.37M. The position accounts for 0.09% of the portfolio, ranked #109.

Zeke Capital Advisors first reported a position in INTU in Q2 2017 and has held it in 15 quarters since. 1,558 funds tracked by Wall St. Rank hold INTU as of Q4 2022.

Zeke Capital Advisors held 3,518 shares of Intuit worth $1.37M as of Q4 2022.
Zeke Capital Advisors bought 1,988 Intuit shares in Q4 2022, an estimated $789K.
Intuit made up 0.09% of Zeke Capital Advisors's portfolio in Q4 2022, its #109 holding.
Zeke Capital Advisors first reported a position in Intuit in Q2 2017 and has held it in 15 quarters since.
1,558 funds tracked by Wall St. Rank held Intuit as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.