Girard Partners’s Intuit INTU Stock Holding History

Girard 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 Q2	$213K	Hold	323	–	–	0.02%	250
2024 Q1	$210K	Buy	+323	New	+$206K	0.02%	256
2018 Q4	–	Sell	-565	Closed	-$128K	–	505
2018 Q3	$128K	Buy	+565	New	+$121K	0.02%	294

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Girard Partners's INTU Position: Q2 2024 in Review

Girard Partners held its Intuit (INTU) position steady in Q2 2024 at 323 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #250.

Girard Partners first reported a position in INTU in Q3 2018 and has held it in 3 quarters since. 1,962 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

Girard Partners held 323 shares of Intuit worth $213K as of Q2 2024.
Girard Partners left its Intuit share count unchanged in Q2 2024.
Intuit made up 0.02% of Girard Partners's portfolio in Q2 2024, its #250 holding.
Girard Partners first reported a position in Intuit in Q3 2018 and has held it in 3 quarters since.
1,962 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.