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Carmel Capital Partners’s Intuit INTU Stock Holding History

Carmel Capital 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
2023
Q4 		– Sell
-157
Closed -$80.2K – 409
2023
Q3 		$80.2K Buy
+157
New +$79.4K 0.04% 213
2023
Q2 		– Sell
-187
Closed -$83.4K – 451
2023
Q1 		$83.4K Buy
+187
New +$76.8K 0.05% 209
2022
Q2 		– Sell
-487
Closed -$234K – 122
2022
Q1 		$234K Hold
487
– – 0.2% 103
2021
Q4 		$313K Buy
+487
New +$301K 0.23% 84

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Carmel Capital Partners's INTU Position: Q4 2023 in Review

Carmel Capital Partners sold out of Intuit (INTU) in Q4 2023, closing a stake of 157 shares — an estimated $80.2K sold.

Carmel Capital Partners first reported a position in INTU in Q4 2021 and held it in 4 quarters. The position peaked at $313K in Q4 2021. 1,916 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • Carmel Capital Partners reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 157 Intuit shares in Q4 2023, an estimated $80.2K.
  • Carmel Capital Partners first reported a position in Intuit in Q4 2021 and held it in 4 quarters.
  • Carmel Capital Partners's Intuit position peaked at $313K in Q4 2021.
  • 1,916 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.