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Heartland Bank & Trust’s Intuit INTU Stock Holding History

Heartland Bank & Trust’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
Q4 		– Sell
-749
Closed -$465K – 149
2024
Q3 		$465K Sell
749
-33
-4% -$21.1K 0.25% 92
2024
Q2 		$514K Sell
782
-1,227
-61% -$761K 0.29% 81
2024
Q1 		$1.31M Buy
2,009
+1,277
+174% +$815K 0.76% 25
2023
Q4 		$458K Sell
732
-53
-7% -$29.2K 0.31% 81
2023
Q3 		$401K Buy
785
+11
+1% +$5.57K 0.32% 90
2023
Q2 		$355K Sell
774
-72
-9% -$31.5K 0.28% 102
2023
Q1 		$377K Sell
846
-1,662
-66% -$682K 0.29% 102
2022
Q4 		$976K Sell
2,508
-187
-7% -$74.2K 0.72% 28
2022
Q3 		$1.04M Buy
2,695
+381
+16% +$165K 1% 21
2022
Q2 		$892K Buy
2,314
+158
+7% +$65.4K 0.79% 33
2022
Q1 		$1.04M Sell
2,156
-901
-29% -$461K 0.79% 32
2021
Q4 		$1.97M Buy
3,057
+35
+1% +$21.6K 1.46% 12
2021
Q3 		$1.63M Buy
3,022
+982
+48% +$529K 1.4% 16
2021
Q2 		$1M Sell
2,040
-217
-10% -$94.1K 0.92% 32
2021
Q1 		$865K Sell
2,257
-163
-7% -$62.8K 0.79% 39
2020
Q4 		$919K Buy
+2,420
New +$850K 0.82% 41

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heartland Bank & Trust's INTU Position: Q4 2024 in Review

Heartland Bank & Trust sold out of Intuit (INTU) in Q4 2024, closing a stake of 749 shares — an estimated $465K sold.

Heartland Bank & Trust first reported a position in INTU in Q4 2020 and held it in 16 quarters. The position peaked at $1.97M in Q4 2021. 2,067 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Heartland Bank & Trust reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • Heartland Bank & Trust sold 749 Intuit shares in Q4 2024, an estimated $465K.
  • Heartland Bank & Trust first reported a position in Intuit in Q4 2020 and held it in 16 quarters.
  • Heartland Bank & Trust's Intuit position peaked at $1.97M in Q4 2021.
  • 2,067 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Heartland Bank & Trust's 13F filing for Q4 2024, filed 22 Jan 2025.