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Diversified Portfolios Inc’s Intuit INTU Stock Holding History

Diversified Portfolios Inc’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
Q3 		– Sell
-404
Closed -$266K – 141
2024
Q2 		$266K Sell
404
-10
-2% -$6.2K 0.04% 123
2024
Q1 		$269K Buy
414
+86
+26% +$54.9K 0.04% 117
2023
Q4 		$205K Buy
+328
New +$181K 0.03% 123
2023
Q2 		– Sell
-540
Closed -$241K – 130
2023
Q1 		$241K Sell
540
-70
-11% -$28.7K 0.05% 123
2022
Q4 		$237K Sell
610
-84
-12% -$33.3K 0.05% 122
2022
Q3 		$269K Buy
694
+99
+17% +$42.8K 0.07% 115
2022
Q2 		$229K Sell
595
-178
-23% -$73.7K 0.06% 116
2022
Q1 		$372K Sell
773
-56
-7% -$28.7K 0.09% 102
2021
Q4 		$533K Buy
+829
New +$512K 0.13% 82

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

Diversified Portfolios Inc's INTU Position: Q3 2024 in Review

Diversified Portfolios Inc sold out of Intuit (INTU) in Q3 2024, closing a stake of 404 shares — an estimated $266K sold.

Diversified Portfolios Inc first reported a position in INTU in Q4 2021 and held it in 9 quarters. The position peaked at $533K in Q4 2021. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Diversified Portfolios Inc reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Diversified Portfolios Inc sold 404 Intuit shares in Q3 2024, an estimated $266K.
  • Diversified Portfolios Inc first reported a position in Intuit in Q4 2021 and held it in 9 quarters.
  • Diversified Portfolios Inc's Intuit position peaked at $533K in Q4 2021.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Diversified Portfolios Inc's 13F filing for Q3 2024, filed 6 Nov 2024.