Daniel Sundheim’s Intuit INTU Stock Holding History

Daniel Sundheim’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 Q3	–	Sell	-79,000	Closed	-$36.2M	–	42
2023 Q2	$36.2M	Buy	+79,000	New	+$34.6M	0.7%	31
2023 Q1	–	Sell	-35,888	Closed	-$14M	–	39
2022 Q4	$14M	Buy	+35,888	New	+$14.2M	0.29%	28

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Daniel Sundheim's INTU Position: Q3 2023 in Review

Daniel Sundheim sold out of Intuit (INTU) in Q3 2023, closing a stake of 79,000 shares — an estimated $36.2M sold.

Daniel Sundheim first reported a position in INTU in Q4 2022 and held it in 2 quarters. The position peaked at $36.2M in Q2 2023. 1,741 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

Daniel Sundheim reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
Daniel Sundheim sold 79,000 Intuit shares in Q3 2023, an estimated $36.2M.
Daniel Sundheim first reported a position in Intuit in Q4 2022 and held it in 2 quarters.
Daniel Sundheim's Intuit position peaked at $36.2M in Q2 2023.
1,741 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on D1 Capital Partners's 13F filing for Q3 2023, filed 14 Nov 2023.