HighTower Trust’s Intuit INTU Stock Holding History

HighTower 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
2023 Q1	$3.75M	Sell	9,539 -3,529	-27%	-$1.45M	0.37%	46
2022 Q4	$4.92M	Sell	13,068 -387	-3%	-$154K	0.48%	42
2022 Q3	$5.21M	Buy	+13,455	New	+$5.81M	0.57%	36
2022 Q2	–	Sell	-13,415	Closed	-$6.45M	–	284
2022 Q1	$6.45M	Sell	13,415 -471	-3%	-$241K	0.62%	35
2021 Q4	$8.93M	Sell	13,886 -37	-0.3%	-$22.8K	0.87%	28
2021 Q3	$7.51M	Buy	13,923 +1	+0%	+$539	0.92%	29
2021 Q2	$6.82M	Sell	13,922 -14	-0.1%	-$6.07K	0.83%	32
2021 Q1	$5.34M	Sell	13,936 -24	-0.2%	-$9.24K	0.71%	36
2020 Q4	$5.3M	Sell	13,960 -26	-0.2%	-$9.13K	0.76%	37
2020 Q3	$4.56M	Buy	+13,986	New	+$4.38M	0.72%	36

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

HighTower Trust's INTU Position: Q1 2023 in Review

HighTower Trust reduced its Intuit (INTU) stake by 27% in Q1 2023, selling an estimated $1.45M and leaving 9,539 shares worth $3.75M. The position accounts for 0.37% of the portfolio, ranked #46.

HighTower Trust first reported a position in INTU in Q3 2020 and has held it in 10 quarters since. The position peaked at $8.93M in Q4 2021. 1,613 funds tracked by Wall St. Rank hold INTU as of Q1 2023.

HighTower Trust held 9,539 shares of Intuit worth $3.75M as of Q1 2023.
HighTower Trust sold 3,529 Intuit shares in Q1 2023, an estimated $1.45M.
Intuit made up 0.37% of HighTower Trust's portfolio in Q1 2023, its #46 holding.
HighTower Trust first reported a position in Intuit in Q3 2020 and has held it in 10 quarters since.
HighTower Trust's Intuit position peaked at $8.93M in Q4 2021.
1,613 funds tracked by Wall St. Rank held Intuit as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.