CHA
INTU icon

Carmichael Hill & Associates’s Intuit INTU Stock Holding History

Carmichael Hill & Associates’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
Q1 		– Hold
0
– -$117K – 796
2022
Q4 		– Hold
0
– – – 215
2022
Q3 		– Hold
0
– – – 255
2022
Q2 		– Sell
-200
Closed -$82.8K – 263
2022
Q1 		$96K Sell
200
-300
-60% -$154K 0.04% 249
2021
Q4 		$322K Hold
500
– – 0.14% 131
2021
Q3 		$270K Hold
500
– – 0.13% 136
2021
Q2 		$245K Buy
500
+200
+67% +$86.7K 0.12% 143
2021
Q1 		$115K Hold
300
– – 0.06% 216
2020
Q4 		$114K Hold
300
– – 0.07% 210
2020
Q3 		$98K Buy
+300
New +$93.9K 0.07% 216

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

Carmichael Hill & Associates's INTU Position: Q4 2023 in Review

Carmichael Hill & Associates sold out of Intuit (INTU) in Q4 2023, closing a stake of 1 share — an estimated $511 sold.

Carmichael Hill & Associates first reported a position in INTU in Q1 2022 and held it in 7 quarters. The position peaked at $511 in Q3 2023. 1,916 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • Carmichael Hill & Associates reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 1 Intuit share in Q4 2023, an estimated $511.
  • Carmichael Hill & Associates first reported a position in Intuit in Q1 2022 and held it in 7 quarters.
  • Carmichael Hill & Associates's Intuit position peaked at $511 in Q3 2023.
  • 1,916 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Carmichael Hill & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.