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Gratus Capital’s Intuit INTU Stock Holding History

Gratus Capital’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 		$406K Sell
618
-22,638
-97% -$14M 0.02% 281
2024
Q1 		$15.1M Buy
23,256
+437
+2% +$279K 0.69% 44
2023
Q4 		$14.3M Sell
22,819
-159
-0.7% -$87.7K 0.8% 41
2023
Q3 		$11.7M Sell
22,978
-8,868
-28% -$4.49M 0.8% 40
2023
Q2 		$14.6M Buy
31,846
+511
+2% +$224K 1% 32
2023
Q1 		$14M Sell
31,335
-345
-1% -$142K 1.07% 32
2022
Q4 		$12.3M Buy
31,680
+1,310
+4% +$520K 1.01% 37
2022
Q3 		$11.8M Buy
30,370
+3,116
+11% +$1.35M 1.24% 31
2022
Q2 		$10.5M Buy
27,254
+1,669
+7% +$691K 1.18% 35
2022
Q1 		$12.3M Buy
25,585
+1,358
+6% +$695K 1.18% 31
2021
Q4 		$15.6M Buy
24,227
+984
+4% +$607K 1.44% 19
2021
Q3 		$12.5M Buy
23,243
+776
+3% +$418K 1.35% 23
2021
Q2 		$11M Buy
22,467
+2,230
+11% +$967K 1.22% 27
2021
Q1 		$7.75M Buy
+20,237
New +$7.79M 0.93% 45

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

Gratus Capital's INTU Position: Q2 2024 in Review

Gratus Capital reduced its Intuit (INTU) stake by 97% in Q2 2024, selling an estimated $14M and leaving 618 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #281.

Gratus Capital first reported a position in INTU in Q1 2021 and has held it in 14 quarters since. The position peaked at $15.6M in Q4 2021. 1,962 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Gratus Capital held 618 shares of Intuit worth $406K as of Q2 2024.
  • Gratus Capital sold 22,638 Intuit shares in Q2 2024, an estimated $14M.
  • Intuit made up 0.02% of Gratus Capital's portfolio in Q2 2024, its #281 holding.
  • Gratus Capital first reported a position in Intuit in Q1 2021 and has held it in 14 quarters since.
  • Gratus Capital's Intuit position peaked at $15.6M in Q4 2021.
  • 1,962 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.