CI
INTU icon

Cooper Investors’s Intuit INTU Stock Holding History

Cooper Investors’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
2021
Q4 		– Sell
-43,166
Closed -$23.3M – 46
2021
Q3 		$23.3M Sell
43,166
-195,664
-82% -$105M 1.54% 28
2021
Q2 		$117M Buy
238,830
+5,427
+2% +$2.35M 7.67% 2
2021
Q1 		$89.4M Buy
233,403
+6,899
+3% +$2.66M 6.66% 2
2020
Q4 		$86M Buy
226,504
+9,713
+4% +$3.41M 6.86% 2
2020
Q3 		$70.7M Buy
216,791
+4,019
+2% +$1.26M 6.59% 2
2020
Q2 		$63M Buy
212,772
+965
+0.5% +$265K 6.56% 2
2020
Q1 		$48.7M Buy
+211,807
New +$57.4M 6.12% 4

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Cooper Investors's INTU Position: Q4 2021 in Review

Cooper Investors sold out of Intuit (INTU) in Q4 2021, closing a stake of 43,166 shares — an estimated $23.3M sold.

Cooper Investors first reported a position in INTU in Q1 2020 and held it in 7 quarters. The position peaked at $117M in Q2 2021. 1,665 funds tracked by Wall St. Rank hold INTU as of Q4 2021.

  • Cooper Investors reported no remaining Intuit position as of Q4 2021 after selling out during the quarter.
  • Cooper Investors sold 43,166 Intuit shares in Q4 2021, an estimated $23.3M.
  • Cooper Investors first reported a position in Intuit in Q1 2020 and held it in 7 quarters.
  • Cooper Investors's Intuit position peaked at $117M in Q2 2021.
  • 1,665 funds tracked by Wall St. Rank held Intuit as of Q4 2021.

Based on Cooper Investors's 13F filing for Q4 2021, filed 9 Apr 2025.