Bollard Group’s Intuit INTU Stock Holding History

Bollard Group’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 Q1	–	Sell	-23	Closed	-$15K	–	304
2023 Q4	$15K	Hold	23	–	–	﹤0.01%	250
2023 Q3	$12K	Sell	23 -30	-57%	-$15.2K	﹤0.01%	257
2023 Q2	$24K	Buy	53 +30	+130%	+$13.1K	﹤0.01%	242
2023 Q1	$10K	Hold	23	–	–	﹤0.01%	252
2022 Q4	$9K	Hold	23	–	–	﹤0.01%	248
2022 Q3	$9K	Hold	23	–	–	﹤0.01%	252
2022 Q2	$9K	Hold	23	–	–	﹤0.01%	263
2022 Q1	$11K	Hold	23	–	–	﹤0.01%	402
2021 Q4	$15K	Buy	+23	New	+$14.2K	﹤0.01%	400
2019 Q4	–	Sell	-19,300	Closed	-$5.13M	–	232
2019 Q3	$5.13M	Hold	19,300	–	–	0.18%	74
2019 Q2	$5.04M	Buy	+19,300	New	+$4.9M	0.17%	77

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return