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GYL Financial Synergies’s Intuit INTU Stock Holding History

GYL Financial Synergies’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 		$249K Buy
402
+34
+9% +$21.7K 0.02% 321
2024
Q2 		$242K Sell
368
-20
-5% -$12.4K 0.02% 328
2024
Q1 		$252K Buy
388
+27
+7% +$17.2K 0.02% 318
2023
Q4 		$225K Sell
361
-48
-12% -$26.5K 0.02% 334
2023
Q3 		$209K Buy
+409
New +$207K 0.02% 315

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

GYL Financial Synergies's INTU Position: Q3 2024 in Review

GYL Financial Synergies increased its Intuit (INTU) stake by 9.2% in Q3 2024, buying an estimated $21.7K and bringing the position to 402 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #321.

GYL Financial Synergies first reported a position in INTU in Q3 2023 and has held it in 5 quarters since. The position peaked at $252K in Q1 2024. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • GYL Financial Synergies held 402 shares of Intuit worth $249K as of Q3 2024.
  • GYL Financial Synergies bought 34 Intuit shares in Q3 2024, an estimated $21.7K.
  • Intuit made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #321 holding.
  • GYL Financial Synergies first reported a position in Intuit in Q3 2023 and has held it in 5 quarters since.
  • GYL Financial Synergies's Intuit position peaked at $252K in Q1 2024.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.