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Crescent Grove Advisors’s Intuit INTU Stock Holding History

Crescent Grove Advisors’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
Q2 		– Sell
-525
Closed -$341K – 298
2024
Q1 		$341K Sell
525
-469
-47% -$299K 0.04% 218
2023
Q4 		$621K Buy
994
+3
+0.3% +$1.66K 0.07% 149
2023
Q3 		$506K Hold
991
– – 0.06% 171
2023
Q2 		$454K Hold
991
– – 0.05% 182
2023
Q1 		$442K Sell
991
-15
-1% -$6.16K 0.05% 186
2022
Q4 		$392K Hold
1,006
– – 0.04% 203
2022
Q3 		$390K Sell
1,006
-50
-5% -$21.6K 0.05% 176
2022
Q2 		$407K Hold
1,056
– – 0.04% 177
2022
Q1 		$508K Sell
1,056
-6
-0.6% -$3.07K 0.05% 167
2021
Q4 		$683K Buy
1,062
+6
+0.6% +$3.7K 0.06% 144
2021
Q3 		$570K Buy
+1,056
New +$569K 0.06% 140

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Crescent Grove Advisors's INTU Position: Q2 2024 in Review

Crescent Grove Advisors sold out of Intuit (INTU) in Q2 2024, closing a stake of 525 shares — an estimated $341K sold.

Crescent Grove Advisors first reported a position in INTU in Q3 2021 and held it in 11 quarters. The position peaked at $683K in Q4 2021. 1,965 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Crescent Grove Advisors reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
  • Crescent Grove Advisors sold 525 Intuit shares in Q2 2024, an estimated $341K.
  • Crescent Grove Advisors first reported a position in Intuit in Q3 2021 and held it in 11 quarters.
  • Crescent Grove Advisors's Intuit position peaked at $683K in Q4 2021.
  • 1,965 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Crescent Grove Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.