HH
INTU icon

HWG Holdings’s Intuit INTU Stock Holding History

HWG Holdings’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
Q4 		$20K Hold
32
– – 0.01% 77
2023
Q3 		$16.4K Sell
32
-1
-3% -$506 0.01% 86
2023
Q2 		$15.1K Hold
33
– – 0.01% 94
2023
Q1 		$14.7K Hold
33
– – 0.01% 80
2022
Q4 		$13K Hold
33
– – 0.01% 79
2022
Q3 		$13K Buy
+33
New +$14.3K 0.01% 77
2022
Q1 		$788K Sell
1,638
-1,112
-40% -$569K 0.39% 42
2021
Q4 		$1.77M Buy
+2,750
New +$1.7M 0.77% 34
2021
Q2 		$1.29M Sell
2,629
-52
-2% -$22.5K 0.56% 35
2021
Q1 		$1.03M Sell
2,681
-1,449
-35% -$558K 0.51% 30
2020
Q4 		$1.57M Buy
4,130
+1,016
+33% +$357K 0.79% 33
2020
Q3 		$1.02M Sell
3,114
-919
-23% -$288K 0.9% 28
2020
Q2 		$1.2M Buy
+4,033
New +$1.11M 0.95% 26
2019
Q4 		$878K Sell
3,353
-2,741
-45% -$717K 0.72% 28
2019
Q3 		$1.62M Sell
6,094
-715
-11% -$197K 1.49% 13
2019
Q2 		$1.78M Sell
6,809
-18,404
-73% -$4.68M 1.72% 14
2019
Q1 		$6.59M Buy
25,213
+25,210
+840,333% +$5.83M 6.58% 4
2018
Q4 		$1K Sell
3
-46,350
-100% -$9.64M ﹤0.01% 85
2018
Q3 		$10.5M Buy
46,353
+43,469
+1,507% +$9.34M 7.13% 1
2018
Q2 		$589K Buy
+2,884
New +$553K 0.49% 42

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

HWG Holdings's INTU Position: Q4 2023 in Review

HWG Holdings held its Intuit (INTU) position steady in Q4 2023 at 32 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #77.

HWG Holdings first reported a position in INTU in Q2 2018 and has held it in 20 quarters since. The position peaked at $10.5M in Q3 2018. 1,917 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • HWG Holdings held 32 shares of Intuit worth $20K as of Q4 2023.
  • HWG Holdings left its Intuit share count unchanged in Q4 2023.
  • Intuit made up 0.01% of HWG Holdings's portfolio in Q4 2023, its #77 holding.
  • HWG Holdings first reported a position in Intuit in Q2 2018 and has held it in 20 quarters since.
  • HWG Holdings's Intuit position peaked at $10.5M in Q3 2018.
  • 1,917 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on HWG Holdings's 13F filing for Q4 2023, filed 4 Jan 2024.