Charles Carroll Financial Partners’s Intuit INTU Stock Holding History

Charles Carroll Financial 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	$5.19M	Sell	8,307 -25	-0.3%	-$13.8K	5.59%	7
2023 Q3	$4.26M	Buy	8,332 +25	+0.3%	+$12.7K	5.29%	7
2023 Q2	$3.81M	Buy	8,307 +4,875	+142%	+$2.13M	4.85%	9
2023 Q1	$1.53M	Buy	3,432 +75	+2%	+$30.8K	2.34%	12
2022 Q4	$1.31M	Hold	3,357	–	–	2.02%	13
2022 Q3	$1.3M	Hold	3,357	–	–	2.1%	12
2022 Q2	$1.29M	Hold	3,357	–	–	1.69%	16
2022 Q1	$1.61M	Hold	3,357	–	–	1.67%	17
2021 Q4	$2.16M	Buy	+3,357	New	+$2.07M	2.14%	16

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Charles Carroll Financial Partners's INTU Position: Q4 2023 in Review

Charles Carroll Financial Partners reduced its Intuit (INTU) stake by 0.3% in Q4 2023, selling an estimated $13.8K and leaving 8,307 shares worth $5.19M. The position accounts for 5.59% of the portfolio, ranked #7.

Charles Carroll Financial Partners first reported a position in INTU in Q4 2021 and has held it in 9 quarters since. 1,914 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

Charles Carroll Financial Partners held 8,307 shares of Intuit worth $5.19M as of Q4 2023.
Charles Carroll Financial Partners sold 25 Intuit shares in Q4 2023, an estimated $13.8K.
Intuit made up 5.59% of Charles Carroll Financial Partners's portfolio in Q4 2023, its #7 holding.
Charles Carroll Financial Partners first reported a position in Intuit in Q4 2021 and has held it in 9 quarters since.
1,914 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Charles Carroll Financial Partners's 13F filing for Q4 2023, filed 6 Feb 2024.