Position in INTU
as of Mar 31, 2022
· filed Apr 13, 2022
Position Value
$138,001
-$46,603 QoQ
Shares Held
287
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2022Freedman Financial Associates, Inc. holds $506,598 across 7 Software - Application names. INTU ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MANH |
Manhattan Associates Inc
|
1,068 | $148,142 | |
| 2 | INTU |
Intuit Inc.
This page
|
287 | $138,001 | |
| 3 | ROP |
Roper Technologies Inc
|
183 | $86,418 | |
| 4 | ADBE |
Adobe Inc.
|
143 | $65,153 | |
| 5 | ADP |
Automatic Data Processing Inc
|
226 | $51,424 | |
| 6 | PAYX |
Paychex Inc
|
85 | $11,599 | |
| 7 | ZM |
Zoom Communications, Inc.
|
50 | $5,861 |
All Filings in INTU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-03-31 | $138,001 | 287 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $184,604 | 287 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $154,839 | 287 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $140,678 | 287 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $109,938 | 287 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $109,016 | 287 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||