Ownership history in Bey-Douglas LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Bey-Douglas LLC reported a position in INTUIT (INTU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Bey-Douglas LLC underperformed the S&P 500 by β12.7% annually on this INTU position. Timing score: 29% (2/7 decisions correct). Average cost basis: $780.45. Maximum drawdown during holding period: β15.6%.
β Significantly underperformed the S&P 500 by 12.7% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct
Best entry: $649.71 (2024 Q2) Β· Worst: $783.69 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 6 trims. Bought during 0 of 4 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 5.36% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size