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Harvest Volatility Management’s Intuit INTU Stock Holding History

Harvest Volatility Management’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
2023
Q3 		– Sell
-8,624
Closed -$3.95M – 67
2023
Q2 		$3.95M Sell
8,624
-1,453
-14% -$636K 0.79% 23
2023
Q1 		$4.43M Sell
10,077
-1,790
-15% -$735K 0.89% 23
2022
Q4 		$4.62M Sell
11,867
-3,106
-21% -$1.23M 0.93% 23
2022
Q3 		$5.94M Sell
14,973
-401
-3% -$173K 1.03% 20
2022
Q2 		$5.93M Sell
15,374
-1,861
-11% -$771K 0.95% 22
2022
Q1 		$8.29M Buy
17,235
+17,218
+101,282% +$8.82M 0.94% 23
2021
Q4 		$11.1K Sell
17
-12,588
-100% -$7.77M ﹤0.01% 33
2021
Q3 		$6.8M Buy
12,605
+4,757
+61% +$2.56M 0.32% 27
2021
Q2 		$3.85M Buy
7,848
+1,905
+32% +$826K 0.31% 33
2021
Q1 		$2.28M Buy
5,943
+2,415
+68% +$930K 0.21% 35
2020
Q4 		$1.34M Buy
+3,528
New +$1.24M 0.16% 33

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harvest Volatility Management's INTU Position: Q3 2023 in Review

Harvest Volatility Management sold out of Intuit (INTU) in Q3 2023, closing a stake of 8,624 shares — an estimated $3.95M sold.

Harvest Volatility Management first reported a position in INTU in Q4 2020 and held it in 11 quarters. The position peaked at $8.29M in Q1 2022. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • Harvest Volatility Management reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
  • Harvest Volatility Management sold 8,624 Intuit shares in Q3 2023, an estimated $3.95M.
  • Harvest Volatility Management first reported a position in Intuit in Q4 2020 and held it in 11 quarters.
  • Harvest Volatility Management's Intuit position peaked at $8.29M in Q1 2022.
  • 1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Harvest Volatility Management's 13F filing for Q3 2023, filed 7 Nov 2023.