Covenant Partners’s Intuit INTU Stock Holding History

Covenant 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 Q4	–	Sell	-521	Closed	-$324K	–	169
2024 Q3	$324K	Buy	521 +17	+3%	+$10.9K	0.09%	126
2024 Q2	$331K	Hold	504	–	–	0.1%	130
2024 Q1	$328K	Hold	504	–	–	0.1%	136
2023 Q4	$315K	Hold	504	–	–	0.1%	136
2023 Q3	$258K	Hold	504	–	–	0.09%	153
2023 Q2	$231K	Buy	+504	New	+$221K	0.08%	166
2020 Q1	–	Sell	-1,193	Closed	-$312K	–	201
2019 Q4	$312K	Hold	1,193	–	–	0.15%	146
2019 Q3	$317K	Hold	1,193	–	–	0.17%	127
2019 Q2	$312K	Sell	1,193 -1,114	-48%	-$283K	0.17%	143
2019 Q1	$603K	Buy	+2,307	New	+$533K	0.34%	71

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Covenant Partners's INTU Position: Q4 2024 in Review

Covenant Partners sold out of Intuit (INTU) in Q4 2024, closing a stake of 521 shares — an estimated $324K sold.

Covenant Partners first reported a position in INTU in Q1 2019 and held it in 10 quarters. The position peaked at $603K in Q1 2019. 2,066 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

Covenant Partners reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
Covenant Partners sold 521 Intuit shares in Q4 2024, an estimated $324K.
Covenant Partners first reported a position in Intuit in Q1 2019 and held it in 10 quarters.
Covenant Partners's Intuit position peaked at $603K in Q1 2019.
2,066 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Covenant Partners's 13F filing for Q4 2024, filed 14 Feb 2025.