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Heron Financial Group’s Intuit INTU Stock Holding History

Heron Financial Group’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
Q2 		$656K Buy
1,431
+28
+2% +$12.3K 0.35% 66
2023
Q1 		$625K Buy
1,403
+82
+6% +$33.7K 0.34% 65
2022
Q4 		$496K Sell
1,321
-10
-0.8% -$3.97K 0.33% 65
2022
Q3 		$516K Sell
1,331
-10
-0.7% -$4.32K 0.32% 71
2022
Q2 		$517K Buy
1,341
+11
+0.8% +$4.55K 0.31% 76
2022
Q1 		$640K Sell
1,330
-125
-9% -$64K 0.33% 68
2021
Q4 		$816K Sell
1,455
-269
-16% -$166K 0.44% 50
2021
Q3 		$930K Hold
1,724
– – 0.52% 41
2021
Q2 		$845K Sell
1,724
-180
-9% -$78K 0.48% 48
2021
Q1 		$753K Sell
1,904
-10
-0.5% -$3.85K 0.46% 49
2020
Q4 		$706K Sell
1,914
-58
-3% -$20.4K 0.49% 51
2020
Q3 		$653K Sell
1,972
-111
-5% -$34.7K 0.52% 47
2020
Q2 		$641K Sell
2,083
-40
-2% -$11K 0.57% 43
2020
Q1 		$555K Sell
2,123
-5
-0.2% -$1.35K 0.57% 49
2019
Q4 		$632K Buy
+2,128
New +$556K 0.52% 49

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Heron Financial Group's INTU Position: Q2 2023 in Review

Heron Financial Group increased its Intuit (INTU) stake by 2% in Q2 2023, buying an estimated $12.3K and bringing the position to 1,431 shares worth $656K. The position accounts for 0.35% of the portfolio, ranked #66.

Heron Financial Group first reported a position in INTU in Q4 2019 and has held it in 15 quarters since. The position peaked at $930K in Q3 2021. 1,667 funds tracked by Wall St. Rank hold INTU as of Q2 2023.

  • Heron Financial Group held 1,431 shares of Intuit worth $656K as of Q2 2023.
  • Heron Financial Group bought 28 Intuit shares in Q2 2023, an estimated $12.3K.
  • Intuit made up 0.35% of Heron Financial Group's portfolio in Q2 2023, its #66 holding.
  • Heron Financial Group first reported a position in Intuit in Q4 2019 and has held it in 15 quarters since.
  • Heron Financial Group's Intuit position peaked at $930K in Q3 2021.
  • 1,667 funds tracked by Wall St. Rank held Intuit as of Q2 2023.

Based on Heron Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.