EIP
INTU icon

Epoch Investment Partners’s Intuit INTU Stock Holding History

Epoch Investment Partners’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
Q1 		– Sell
-99,165
Closed -$62M – 423
2023
Q4 		$62M Buy
+99,165
New +$54.7M 0.28% 132
2022
Q3 		– Sell
-20,317
Closed -$7.83M – 437
2022
Q2 		$7.83M Sell
20,317
-12,093
-37% -$5.01M 0.05% 283
2022
Q1 		$15.6M Sell
32,410
-55,419
-63% -$28.4M 0.08% 235
2021
Q4 		$56.5M Sell
87,829
-395
-0.4% -$244K 0.29% 127
2021
Q3 		$47.6M Buy
88,224
+2,587
+3% +$1.39M 0.26% 120
2021
Q2 		$42M Sell
85,637
-8,519
-9% -$3.69M 0.23% 135
2021
Q1 		$36.1M Sell
94,156
-5,971
-6% -$2.3M 0.17% 151
2020
Q4 		$38M Buy
100,127
+3,915
+4% +$1.37M 0.17% 144
2020
Q3 		$31.4M Sell
96,212
-5,497
-5% -$1.72M 0.16% 137
2020
Q2 		$30.1M Buy
101,709
+8,451
+9% +$2.32M 0.16% 143
2020
Q1 		$21.4M Buy
93,258
+39,925
+75% +$10.8M 0.13% 143
2019
Q4 		$14M Buy
53,333
+26,846
+101% +$7.02M 0.06% 190
2019
Q3 		$7.04M Sell
26,487
-118
-0.4% -$32.5K 0.03% 211
2019
Q2 		$6.95M Buy
26,605
+3,888
+17% +$988K 0.03% 215
2019
Q1 		$5.94M Buy
+22,717
New +$5.25M 0.03% 241

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Epoch Investment Partners's INTU Position: Q1 2024 in Review

Epoch Investment Partners sold out of Intuit (INTU) in Q1 2024, closing a stake of 99,165 shares — an estimated $62M sold.

Epoch Investment Partners first reported a position in INTU in Q1 2019 and held it in 15 quarters. The position peaked at $62M in Q4 2023. 1,946 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Epoch Investment Partners reported no remaining Intuit position as of Q1 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 99,165 Intuit shares in Q1 2024, an estimated $62M.
  • Epoch Investment Partners first reported a position in Intuit in Q1 2019 and held it in 15 quarters.
  • Epoch Investment Partners's Intuit position peaked at $62M in Q4 2023.
  • 1,946 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Epoch Investment Partners's 13F filing for Q1 2024, filed 14 May 2024.