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Blue Whale Capital’s Intuit INTU Stock Holding History

Blue Whale Capital’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
Q3 		– Sell
-58,585
Closed -$26.8M – 18
2023
Q2 		$26.8M Hold
58,585
– – 4.12% 10
2023
Q1 		$26.1M Sell
58,585
-41,250
-41% -$16.9M 4.32% 9
2022
Q4 		$38.9M Sell
99,835
-24,750
-20% -$9.82M 6.62% 9
2022
Q3 		$48.3M Buy
124,585
+13,200
+12% +$5.7M 8.63% 4
2022
Q2 		$42.9M Hold
111,385
– – 6.31% 8
2022
Q1 		$53.6M Sell
111,385
-15,950
-13% -$8.17M 5.15% 10
2021
Q4 		$81.9M Sell
127,335
-7,550
-6% -$4.66M 6.67% 5
2021
Q3 		$72.8M Buy
134,885
+10,220
+8% +$5.51M 6.91% 5
2021
Q2 		$61.1M Sell
124,665
-700
-0.6% -$304K 6.94% 5
2021
Q1 		$48M Sell
125,365
-21,300
-15% -$8.2M 6.34% 7
2020
Q4 		$55.7M Buy
146,665
+49,730
+51% +$17.5M 7.93% 6
2020
Q3 		$31.6M Buy
96,935
+19,750
+26% +$6.18M 6.11% 9
2020
Q2 		$22.9M Buy
77,185
+19,600
+34% +$5.38M 6.18% 8
2020
Q1 		$13.3M Buy
57,585
+4,800
+9% +$1.3M 5.85% 9
2019
Q4 		$13.8M Buy
+52,785
New +$13.8M 6.94% 8

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blue Whale Capital's INTU Position: Q3 2023 in Review

Blue Whale Capital sold out of Intuit (INTU) in Q3 2023, closing a stake of 58,585 shares — an estimated $26.8M sold.

Blue Whale Capital first reported a position in INTU in Q4 2019 and held it in 15 quarters. The position peaked at $81.9M in Q4 2021. 1,741 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • Blue Whale Capital reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
  • Blue Whale Capital sold 58,585 Intuit shares in Q3 2023, an estimated $26.8M.
  • Blue Whale Capital first reported a position in Intuit in Q4 2019 and held it in 15 quarters.
  • Blue Whale Capital's Intuit position peaked at $81.9M in Q4 2021.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Blue Whale Capital's 13F filing for Q3 2023, filed 13 Nov 2023.