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Buckingham Capital Management (Ohio)’s Intuit INTU Stock Holding History

Buckingham Capital Management (Ohio)’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
Q4 		$1.33M Sell
2,113
-16
-0.8% -$10.2K 0.15% 82
2024
Q3 		$1.32M Sell
2,129
-151
-7% -$96.4K 0.15% 80
2024
Q2 		$1.5M Sell
2,280
-9
-0.4% -$5.58K 0.18% 74
2024
Q1 		$1.49M Buy
2,289
+1,036
+83% +$661K 0.18% 74
2023
Q4 		$783K Buy
1,253
+844
+206% +$466K 0.1% 84
2023
Q3 		$209K Buy
+409
New +$207K 0.03% 107
2022
Q1 		– Sell
-400
Closed -$257K – 126
2021
Q4 		$257K Hold
400
– – 0.04% 108
2021
Q3 		$216K Buy
+400
New +$216K 0.04% 112

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Buckingham Capital Management (Ohio)'s INTU Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its Intuit (INTU) stake by 0.75% in Q4 2024, selling an estimated $10.2K and leaving 2,113 shares worth $1.33M. The position accounts for 0.15% of the portfolio, ranked #82.

Buckingham Capital Management (Ohio) first reported a position in INTU in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.5M in Q2 2024. 2,063 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 2,113 shares of Intuit worth $1.33M as of Q4 2024.
  • Buckingham Capital Management (Ohio) sold 16 Intuit shares in Q4 2024, an estimated $10.2K.
  • Intuit made up 0.15% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #82 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Intuit in Q3 2021 and has held it in 8 quarters since.
  • Buckingham Capital Management (Ohio)'s Intuit position peaked at $1.5M in Q2 2024.
  • 2,063 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.