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INTU icon

DSC Advisors’s Intuit INTU Stock Holding History

DSC 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
Q3 		$218K Sell
351
-25
-7% -$16K 1.99% 19
2024
Q2 		$247K Sell
376
-33
-8% -$20.5K 0.82% 20
2024
Q1 		$266K Buy
409
+19
+5% +$12.1K 0.42% 25
2023
Q4 		$244K Buy
+390
New +$215K 0.4% 23
2022
Q4 		– Sell
-1,165
Closed -$451K – 51
2022
Q3 		$451K Buy
1,165
+393
+51% +$170K 0.46% 41
2022
Q2 		$298K Sell
772
-135
-15% -$55.9K 0.3% 68
2022
Q1 		$436K Buy
907
+72
+9% +$36.9K 0.15% 62
2021
Q4 		$537K Sell
835
-61
-7% -$37.7K 0.41% 30
2021
Q3 		$483K Buy
896
+99
+12% +$53.4K 0.49% 33
2021
Q2 		$391K Sell
797
-377
-32% -$163K 0.28% 44
2021
Q1 		$450K Buy
1,174
+121
+11% +$46.6K 0.28% 42
2020
Q4 		$400K Sell
1,053
-345
-25% -$121K 0.33% 33
2020
Q3 		$456K Buy
1,398
+365
+35% +$114K 0.31% 31
2020
Q2 		$306K Buy
1,033
+128
+14% +$35.1K 0.34% 27
2020
Q1 		$208K Sell
905
-1,675
-65% -$454K 0.2% 29
2019
Q4 		$676K Buy
2,580
+458
+22% +$120K 0.32% 35
2019
Q3 		$564K Buy
2,122
+11
+0.5% +$3.03K 0.11% 51
2019
Q2 		$552K Buy
2,111
+205
+11% +$52.1K 0.1% 46
2019
Q1 		$498K Buy
1,906
+305
+19% +$70.5K 0.09% 45
2018
Q4 		$315K Sell
1,601
-396
-20% -$82.4K 0.04% 51
2018
Q3 		$454K Buy
1,997
+53
+3% +$11.4K 0.06% 52
2018
Q2 		$397K Buy
1,944
+370
+24% +$71K 0.06% 65
2018
Q1 		$273K Buy
1,574
+207
+15% +$34.8K 0.06% 64
2017
Q4 		$216K Sell
1,367
-143
-9% -$21.8K 0.13% 65
2017
Q3 		$215K Buy
+1,510
New +$208K 0.07% 61
2017
Q1 		– Sell
-2,144
Closed -$246K – 59
2016
Q4 		$246K Buy
2,144
+79
+4% +$8.85K 0.14% 44
2016
Q3 		$227K Buy
+2,065
New +$231K 0.14% 47

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

DSC Advisors's INTU Position: Q3 2024 in Review

DSC Advisors reduced its Intuit (INTU) stake by 6.6% in Q3 2024, selling an estimated $16K and leaving 351 shares worth $218K. The position accounts for 1.99% of the portfolio, ranked #19.

DSC Advisors first reported a position in INTU in Q3 2016 and has held it in 27 quarters since. The position peaked at $676K in Q4 2019. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • DSC Advisors held 351 shares of Intuit worth $218K as of Q3 2024.
  • DSC Advisors sold 25 Intuit shares in Q3 2024, an estimated $16K.
  • Intuit made up 1.99% of DSC Advisors's portfolio in Q3 2024, its #19 holding.
  • DSC Advisors first reported a position in Intuit in Q3 2016 and has held it in 27 quarters since.
  • DSC Advisors's Intuit position peaked at $676K in Q4 2019.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on DSC Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.