Adams Diversified Equity Fund’s Intuit INTU Stock Holding History

Adams Diversified Equity Fund’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
2024 Q4	–	Sell	-43,200	Closed	-$26.8M	–	99
2024 Q3	$26.8M	Sell	43,200 -4,400	-9%	-$2.81M	0.99%	20
2024 Q2	$31.3M	Hold	47,600	–	–	1.07%	20
2024 Q1	$30.9M	Hold	47,600	–	–	1.1%	24
2023 Q4	$29.8M	Hold	47,600	–	–	1.17%	27
2023 Q3	$24.3M	Hold	47,600	–	–	1.04%	34
2023 Q2	$21.8M	Hold	47,600	–	–	0.91%	41
2023 Q1	$21.2M	Hold	47,600	–	–	0.95%	39
2022 Q4	$18.5M	Hold	47,600	–	–	0.89%	45
2022 Q3	$18.4M	Hold	47,600	–	–	0.92%	40
2022 Q2	$18.3M	Hold	47,600	–	–	0.87%	42
2022 Q1	$22.9M	Hold	47,600	–	–	0.91%	42
2021 Q4	$30.6M	Sell	47,600 -4,500	-9%	-$2.78M	1.16%	23
2021 Q3	$28.1M	Hold	52,100	–	–	1.11%	20
2021 Q2	$25.5M	Hold	52,100	–	–	1.01%	29
2021 Q1	$20M	Buy	52,100 +8,600	+20%	+$3.31M	0.85%	36
2020 Q4	$16.5M	Buy	+43,500	New	+$15.3M	0.75%	47

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Adams Diversified Equity Fund's INTU Position: Q4 2024 in Review

Adams Diversified Equity Fund sold out of Intuit (INTU) in Q4 2024, closing a stake of 43,200 shares — an estimated $26.8M sold.

Adams Diversified Equity Fund first reported a position in INTU in Q4 2020 and held it in 16 quarters. The position peaked at $31.3M in Q2 2024. 2,067 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

Adams Diversified Equity Fund reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
Adams Diversified Equity Fund sold 43,200 Intuit shares in Q4 2024, an estimated $26.8M.
Adams Diversified Equity Fund first reported a position in Intuit in Q4 2020 and held it in 16 quarters.
Adams Diversified Equity Fund's Intuit position peaked at $31.3M in Q2 2024.
2,067 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Adams Diversified Equity Fund's 13F filing for Q4 2024, filed 11 Feb 2025.