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Ground Swell Capital’s Intuit INTU Stock Holding History

Ground Swell 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
Q3 		– Sell
-911
Closed -$599K – 210
2024
Q2 		$599K Buy
+911
New +$565K 0.46% 23
2024
Q1 		– Sell
-474
Closed -$296K – 96
2023
Q4 		$296K Buy
+474
New +$261K 1.09% 24
2023
Q1 		– Sell
-947
Closed -$369K – 82
2022
Q4 		$369K Sell
947
-269
-22% -$107K 1.64% 12
2022
Q3 		$471K Sell
1,216
-58
-5% -$25.1K 1.34% 18
2022
Q2 		$491K Buy
+1,274
New +$528K 0.9% 21
2022
Q1 		– Sell
-337
Closed -$217K – 88
2021
Q4 		$217K Sell
337
-454
-57% -$280K 1.26% 37
2021
Q3 		$427K Buy
+791
New +$426K 1.84% 11
2014
Q3 		$42K Buy
480
+162
+51% +$13.5K 0.08% 262
2014
Q2 		$26K Buy
+318
New +$24.5K 0.05% 313

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ground Swell Capital's INTU Position: Q3 2024 in Review

Ground Swell Capital sold out of Intuit (INTU) in Q3 2024, closing a stake of 911 shares — an estimated $599K sold.

Ground Swell Capital first reported a position in INTU in Q2 2014 and held it in 9 quarters. The position peaked at $599K in Q2 2024. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Ground Swell Capital reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Ground Swell Capital sold 911 Intuit shares in Q3 2024, an estimated $599K.
  • Ground Swell Capital first reported a position in Intuit in Q2 2014 and held it in 9 quarters.
  • Ground Swell Capital's Intuit position peaked at $599K in Q2 2024.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Ground Swell Capital's 13F filing for Q3 2024, filed 29 Oct 2024.