Clear Street’s Intuit INTU Stock Holding History

Clear Street’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	-9,000	Closed	-$4.6M	–	888
2023 Q3	$4.6M	Sell	9,000 -3,200	-26%	-$1.62M	0.08%	51
2023 Q2	$5.59M	Buy	+12,200	New	+$5.34M	0.05%	178

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

Clear Street's INTU Position: Q4 2023 in Review

Clear Street sold out of Intuit (INTU) in Q4 2023, closing a stake of 9,000 shares — an estimated $4.6M sold.

Clear Street first reported a position in INTU in Q2 2023 and held it in 2 quarters. The position peaked at $5.59M in Q2 2023. 1,913 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

Clear Street reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
Clear Street sold 9,000 Intuit shares in Q4 2023, an estimated $4.6M.
Clear Street first reported a position in Intuit in Q2 2023 and held it in 2 quarters.
Clear Street's Intuit position peaked at $5.59M in Q2 2023.
1,913 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Clear Street's 13F filing for Q4 2023, filed 14 Feb 2024.