AtonRa Partners’s Intuit INTU Stock Holding History

AtonRa Partners’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
2023 Q4	$606K	Sell	970 -315	-25%	-$174K	1.21%	23
2023 Q3	$657K	Sell	1,285 -764	-37%	-$387K	1.38%	13
2023 Q2	$939K	Sell	2,049 -263	-11%	-$115K	1.45%	17
2023 Q1	$1.03M	Sell	2,312 -757	-25%	-$311K	1.5%	9
2022 Q4	$1.19M	Sell	3,069 -251	-8%	-$99.6K	1.52%	12
2022 Q3	$1.29M	Sell	3,320 -198	-6%	-$85.5K	1.26%	17
2022 Q2	$1.36M	Sell	3,518 -2,009	-36%	-$832K	1.25%	20
2022 Q1	$2.66M	Sell	5,527 -2,310	-29%	-$1.18M	1.44%	18
2021 Q4	$5.04M	Sell	7,837 -484	-6%	-$299K	1.75%	10
2021 Q3	$4.49M	Buy	8,321 +146	+2%	+$78.7K	1.5%	16
2021 Q2	$4.01M	Buy	8,175 +489	+6%	+$212K	1.47%	14
2021 Q1	$2.94M	Buy	7,686 +330	+4%	+$127K	1.31%	20
2020 Q4	$2.79M	Buy	+7,356	New	+$2.58M	1.37%	26

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

AtonRa Partners's INTU Position: Q4 2023 in Review

AtonRa Partners reduced its Intuit (INTU) stake by 25% in Q4 2023, selling an estimated $174K and leaving 970 shares worth $606K. The position accounts for 1.21% of the portfolio, ranked #23.

AtonRa Partners first reported a position in INTU in Q4 2020 and has held it in 13 quarters since. The position peaked at $5.04M in Q4 2021. 1,913 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

AtonRa Partners held 970 shares of Intuit worth $606K as of Q4 2023.
AtonRa Partners sold 315 Intuit shares in Q4 2023, an estimated $174K.
Intuit made up 1.21% of AtonRa Partners's portfolio in Q4 2023, its #23 holding.
AtonRa Partners first reported a position in Intuit in Q4 2020 and has held it in 13 quarters since.
AtonRa Partners's Intuit position peaked at $5.04M in Q4 2021.
1,913 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.