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Chartwell Investment Partners’s Intuit INTU Stock Holding History

Chartwell Investment 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
2024
Q3 		$8.39M Sell
13,511
-493
-4% -$315K 0.29% 112
2024
Q2 		$9.2M Buy
14,004
+28
+0.2% +$17.4K 0.32% 100
2024
Q1 		$9.08M Sell
13,976
-581
-4% -$371K 0.31% 106
2023
Q4 		$9.1M Sell
14,557
-118
-0.8% -$65.1K 0.32% 117
2023
Q3 		$7.5M Sell
14,675
-427
-3% -$216K 0.29% 128
2023
Q2 		$6.92M Sell
15,102
-15
-0.1% -$6.57K 0.25% 148
2023
Q1 		$6.74M Buy
15,117
+27
+0.2% +$11.1K 0.26% 144
2022
Q4 		$5.87M Sell
15,090
-33
-0.2% -$13.1K 0.23% 157
2022
Q3 		$5.86M Sell
15,123
-140
-0.9% -$60.5K 0.25% 148
2022
Q2 		$5.88M Hold
15,263
– – 0.24% 154
2022
Q1 		$7.34M Sell
15,263
-6
-0% -$3.07K 0.24% 149
2021
Q4 		$9.82M Sell
15,269
-2,963
-16% -$1.83M 0.29% 131
2021
Q3 		$9.84M Hold
18,232
– – 0.31% 126
2021
Q2 		$8.94M Sell
18,232
-18
-0.1% -$7.8K 0.26% 138
2021
Q1 		$6.99M Sell
18,250
-2,053
-10% -$791K 0.21% 169
2020
Q4 		$7.71M Hold
20,303
– – 0.25% 159
2020
Q3 		$6.62M Buy
20,303
+2,617
+15% +$819K 0.24% 155
2020
Q2 		$5.24M Buy
17,686
+3,225
+22% +$885K 0.2% 175
2020
Q1 		$3.33M Sell
14,461
-4,039
-22% -$1.09M 0.16% 196
2019
Q4 		$4.85M Buy
18,500
+1,698
+10% +$444K 0.16% 195
2019
Q3 		$4.47M Sell
16,802
-48
-0.3% -$13.2K 0.15% 212
2019
Q2 		$4.4M Buy
16,850
+1,466
+10% +$373K 0.14% 215
2019
Q1 		$4.02M Sell
15,384
-3,893
-20% -$900K 0.13% 232
2018
Q4 		$3.79M Buy
19,277
+2,288
+13% +$476K 0.13% 229
2018
Q3 		$3.86M Buy
16,989
+1,527
+10% +$328K 0.11% 265
2018
Q2 		$3.16M Buy
+15,462
New +$2.97M 0.09% 289

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Chartwell Investment Partners's INTU Position: Q3 2024 in Review

Chartwell Investment Partners reduced its Intuit (INTU) stake by 3.5% in Q3 2024, selling an estimated $315K and leaving 13,511 shares worth $8.39M. The position accounts for 0.29% of the portfolio, ranked #112.

Chartwell Investment Partners first reported a position in INTU in Q2 2018 and has held it in 26 quarters since. The position peaked at $9.84M in Q3 2021. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Chartwell Investment Partners held 13,511 shares of Intuit worth $8.39M as of Q3 2024.
  • Chartwell Investment Partners sold 493 Intuit shares in Q3 2024, an estimated $315K.
  • Intuit made up 0.29% of Chartwell Investment Partners's portfolio in Q3 2024, its #112 holding.
  • Chartwell Investment Partners first reported a position in Intuit in Q2 2018 and has held it in 26 quarters since.
  • Chartwell Investment Partners's Intuit position peaked at $9.84M in Q3 2021.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.