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Carlson Capital Management’s Intuit INTU Stock Holding History

Carlson Capital Management’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
-476
Closed -$298K – 145
2023
Q4 		$298K Sell
476
-15
-3% -$8.27K 0.02% 160
2023
Q3 		$251K Sell
491
-19
-4% -$9.62K 0.01% 153
2023
Q2 		$234K Buy
+510
New +$223K 0.01% 150

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 $3.38T AUM 44.17% 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

Carlson Capital Management's INTU Position: Q1 2024 in Review

Carlson Capital Management sold out of Intuit (INTU) in Q1 2024, closing a stake of 476 shares — an estimated $298K sold.

Carlson Capital Management first reported a position in INTU in Q2 2023 and held it in 3 quarters. The position peaked at $298K in Q4 2023. 1,945 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Carlson Capital Management reported no remaining Intuit position as of Q1 2024 after selling out during the quarter.
  • Carlson Capital Management sold 476 Intuit shares in Q1 2024, an estimated $298K.
  • Carlson Capital Management first reported a position in Intuit in Q2 2023 and held it in 3 quarters.
  • Carlson Capital Management's Intuit position peaked at $298K in Q4 2023.
  • 1,945 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Carlson Capital Management's 13F filing for Q1 2024, filed 12 Apr 2024.