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Hamilton Point Investment Advisors’s Intuit INTU Stock Holding History

Hamilton Point Investment Advisors’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
-862
Closed -$541K – 155
2023
Q4 		$541K Hold
862
– – 0.11% 86
2023
Q3 		$440K Buy
862
+20
+2% +$10.1K 0.11% 87
2023
Q2 		$386K Hold
842
– – 0.09% 90
2023
Q1 		$375K Buy
842
+53
+7% +$21.8K 0.09% 88
2022
Q4 		$307K Sell
789
-111
-12% -$44K 0.08% 73
2022
Q3 		$349K Buy
+900
New +$389K 0.11% 67

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

Hamilton Point Investment Advisors's INTU Position: Q1 2024 in Review

Hamilton Point Investment Advisors sold out of Intuit (INTU) in Q1 2024, closing a stake of 862 shares — an estimated $541K sold.

Hamilton Point Investment Advisors first reported a position in INTU in Q3 2022 and held it in 6 quarters. The position peaked at $541K in Q4 2023. 1,946 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Hamilton Point Investment Advisors reported no remaining Intuit position as of Q1 2024 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 862 Intuit shares in Q1 2024, an estimated $541K.
  • Hamilton Point Investment Advisors first reported a position in Intuit in Q3 2022 and held it in 6 quarters.
  • Hamilton Point Investment Advisors's Intuit position peaked at $541K in Q4 2023.
  • 1,946 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.