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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 – 303
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bollard Group's INTU Position: Q1 2024 in Review

Bollard Group sold out of Intuit (INTU) in Q1 2024, closing a stake of 23 shares — an estimated $15K sold.

Bollard Group first reported a position in INTU in Q2 2019 and held it in 11 quarters. The position peaked at $5.13M in Q3 2019. 1,946 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Bollard Group reported no remaining Intuit position as of Q1 2024 after selling out during the quarter.
  • Bollard Group sold 23 Intuit shares in Q1 2024, an estimated $15K.
  • Bollard Group first reported a position in Intuit in Q2 2019 and held it in 11 quarters.
  • Bollard Group's Intuit position peaked at $5.13M in Q3 2019.
  • 1,946 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Bollard Group's 13F filing for Q1 2024, filed 13 May 2024.