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Broadleaf Partners’s Intuit INTU Stock Holding History

Broadleaf 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
2024
Q2 		– Sell
-9,587
Closed -$6.23M – 77
2024
Q1 		$6.23M Sell
9,587
-5,337
-36% -$3.41M 1.6% 27
2023
Q4 		$9.33M Sell
14,924
-49
-0.3% -$27K 2.73% 12
2023
Q3 		$7.65M Sell
14,973
-133
-0.9% -$67.3K 2.55% 18
2023
Q2 		$6.92M Buy
15,106
+5,618
+59% +$2.46M 2.26% 23
2023
Q1 		$4.23M Buy
9,488
+179
+2% +$73.5K 1.51% 32
2022
Q4 		$3.62M Sell
9,309
-5,143
-36% -$2.04M 1.43% 32
2022
Q3 		$5.6M Sell
14,452
-32
-0.2% -$13.8K 2.33% 18
2022
Q2 		$5.58M Buy
14,484
+375
+3% +$155K 2.33% 19
2022
Q1 		$6.78M Buy
14,109
+44
+0.3% +$22.5K 2.26% 20
2021
Q4 		$9.05M Buy
14,065
+4,591
+48% +$2.83M 2.78% 12
2021
Q3 		$5.11M Buy
9,474
+485
+5% +$261K 1.69% 26
2021
Q2 		$4.41M Sell
8,989
-282
-3% -$122K 1.53% 27
2021
Q1 		$3.55M Buy
9,271
+357
+4% +$137K 1.34% 27
2020
Q4 		$3.39M Sell
8,914
-99
-1% -$34.8K 1.34% 28
2020
Q3 		$2.94M Sell
9,013
-7
-0.1% -$2.19K 1.3% 29
2020
Q2 		$2.67M Buy
9,020
+12
+0.1% +$3.29K 1.31% 26
2020
Q1 		$2.07M Sell
9,008
-135
-1% -$36.6K 1.34% 31
2019
Q4 		$2.4M Sell
9,143
-3,029
-25% -$792K 1.31% 33
2019
Q3 		$3.24M Sell
12,172
-2,476
-17% -$681K 2.02% 23
2019
Q2 		$3.83M Buy
14,648
+52
+0.4% +$13.2K 2.45% 17
2019
Q1 		$3.81M Sell
14,596
-141
-1% -$32.6K 2.66% 16
2018
Q4 		$2.9M Buy
14,737
+2,245
+18% +$467K 2.32% 22
2018
Q3 		$2.84M Buy
12,492
+3,280
+36% +$705K 1.91% 25
2018
Q2 		$1.88M Sell
9,212
-3,804
-29% -$730K 1.38% 32
2018
Q1 		$2.26M Buy
13,016
+89
+0.7% +$15K 1.74% 29
2017
Q4 		$2.04M Buy
+12,927
New +$1.97M 1.69% 29

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Broadleaf Partners's INTU Position: Q2 2024 in Review

Broadleaf Partners sold out of Intuit (INTU) in Q2 2024, closing a stake of 9,587 shares — an estimated $6.23M sold.

Broadleaf Partners first reported a position in INTU in Q4 2017 and held it in 26 quarters. The position peaked at $9.33M in Q4 2023. 1,963 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Broadleaf Partners reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
  • Broadleaf Partners sold 9,587 Intuit shares in Q2 2024, an estimated $6.23M.
  • Broadleaf Partners first reported a position in Intuit in Q4 2017 and held it in 26 quarters.
  • Broadleaf Partners's Intuit position peaked at $9.33M in Q4 2023.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Broadleaf Partners's 13F filing for Q2 2024, filed 12 Aug 2024.