Bluegrass Capital Partners’s Intuit INTU Stock Holding History

Bluegrass Capital 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	–	Sell	-6,500	Closed	-$3.32M	–	14
2023 Q3	$3.32M	Sell	6,500 -4,000	-38%	-$2.02M	4.03%	10
2023 Q2	$4.81M	Sell	10,500 -1,000	-9%	-$438K	5.19%	10
2023 Q1	$5.13M	Sell	11,500 -7,500	-39%	-$3.08M	5.69%	9
2022 Q4	$7.4M	Sell	19,000 -5,000	-21%	-$1.98M	9.2%	6
2022 Q3	$9.3M	Sell	24,000 -3,000	-11%	-$1.3M	9.18%	7
2022 Q2	$10.4M	Buy	27,000 +5,500	+26%	+$2.28M	9.42%	7
2022 Q1	$10.3M	Buy	+21,500	New	+$11M	7.12%	9

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

Bluegrass Capital Partners's INTU Position: Q4 2023 in Review

Bluegrass Capital Partners sold out of Intuit (INTU) in Q4 2023, closing a stake of 6,500 shares — an estimated $3.32M sold.

Bluegrass Capital Partners first reported a position in INTU in Q1 2022 and held it in 7 quarters. The position peaked at $10.4M in Q2 2022. 1,913 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

Bluegrass Capital Partners reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
Bluegrass Capital Partners sold 6,500 Intuit shares in Q4 2023, an estimated $3.32M.
Bluegrass Capital Partners first reported a position in Intuit in Q1 2022 and held it in 7 quarters.
Bluegrass Capital Partners's Intuit position peaked at $10.4M in Q2 2022.
1,913 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Bluegrass Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.