Eagle Ridge Investment Management’s Intuit INTU Stock Holding History

Eagle Ridge Investment Management’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	$367K	Hold	584	–	–	0.03%	111
2024 Q3	$363K	Buy	584 +9	+2%	+$5.75K	0.03%	111
2024 Q2	$378K	Hold	575	–	–	0.04%	110
2024 Q1	$374K	Hold	575	–	–	0.03%	115
2023 Q4	$359K	Hold	575	–	–	0.04%	113
2023 Q3	$294K	Sell	575 -2	-0.3%	-$1.01K	0.03%	123
2023 Q2	$264K	Buy	577 +2	+0.3%	+$876	0.03%	133
2023 Q1	$256K	Sell	575 -1	-0.2%	-$411	0.03%	138
2022 Q4	$224K	Buy	576 +1	+0.2%	+$397	0.03%	145
2022 Q3	$223K	Hold	575	–	–	0.03%	136
2022 Q2	$222K	Buy	+575	New	+$238K	0.03%	143
2018 Q4	–	Sell	-959	Closed	-$218K	–	166
2018 Q3	$218K	Buy	+959	New	+$206K	0.03%	161

Other funds holding INTU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Eagle Ridge Investment Management's INTU Position: Q4 2024 in Review

Eagle Ridge Investment Management held its Intuit (INTU) position steady in Q4 2024 at 584 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #111.

Eagle Ridge Investment Management first reported a position in INTU in Q3 2018 and has held it in 12 quarters since. The position peaked at $378K in Q2 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

Eagle Ridge Investment Management held 584 shares of Intuit worth $367K as of Q4 2024.
Eagle Ridge Investment Management left its Intuit share count unchanged in Q4 2024.
Intuit made up 0.03% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #111 holding.
Eagle Ridge Investment Management first reported a position in Intuit in Q3 2018 and has held it in 12 quarters since.
Eagle Ridge Investment Management's Intuit position peaked at $378K in Q2 2024.
2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.