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Bartlett & Co’s Intuit INTU Stock Holding History

Bartlett & Co’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 		$76.9M Buy
122,497
+6,050
+5% +$3.34M 1.25% 23
2023
Q3 		$59.5M Buy
116,447
+2,556
+2% +$1.29M 1.07% 27
2023
Q2 		$52.2M Buy
113,891
+14,215
+14% +$6.23M 0.9% 34
2023
Q1 		$44.4M Buy
99,676
+24,752
+33% +$10.2M 0.86% 39
2022
Q4 		$29.2M Buy
74,924
+11,981
+19% +$4.75M 0.59% 51
2022
Q3 		$24.4M Buy
62,943
+41,364
+192% +$17.9M 0.52% 55
2022
Q2 		$8.32M Buy
21,579
+20,447
+1,806% +$8.47M 0.17% 102
2022
Q1 		$544K Sell
1,132
-33
-3% -$16.9K 0.01% 289
2021
Q4 		$749K Buy
1,165
+415
+55% +$256K 0.01% 253
2021
Q3 		$405K Sell
750
-55
-7% -$29.6K 0.01% 270
2021
Q2 		$395K Hold
805
– – 0.01% 278
2021
Q1 		$308K Sell
805
-100
-11% -$38.5K 0.01% 297
2020
Q4 		$344K Buy
905
+5
+0.6% +$1.76K 0.01% 284
2020
Q3 		$294K Sell
900
-225
-20% -$70.4K 0.01% 277
2020
Q2 		$333K Hold
1,125
– – 0.01% 267
2020
Q1 		$259K Buy
+1,125
New +$305K 0.01% 279
2019
Q3 		$306K Buy
1,150
+1,147
+38,233% +$316K 0.01% 290
2019
Q2 		$1K Buy
+3
New +$762 ﹤0.01% 709

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Bartlett & Co's INTU Position: Q4 2023 in Review

Bartlett & Co increased its Intuit (INTU) stake by 5.2% in Q4 2023, buying an estimated $3.34M and bringing the position to 122,497 shares worth $76.9M. The position accounts for 1.25% of the portfolio, ranked #23.

Bartlett & Co first reported a position in INTU in Q2 2019 and has held it in 18 quarters since. 1,913 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • Bartlett & Co held 122,497 shares of Intuit worth $76.9M as of Q4 2023.
  • Bartlett & Co bought 6,050 Intuit shares in Q4 2023, an estimated $3.34M.
  • Intuit made up 1.25% of Bartlett & Co's portfolio in Q4 2023, its #23 holding.
  • Bartlett & Co first reported a position in Intuit in Q2 2019 and has held it in 18 quarters since.
  • 1,913 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.