InceptionR’s Intuit INTU Stock Holding History

InceptionR’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 Q3	–	Sell	-605	Closed	-$398K	–	753
2024 Q2	$398K	Sell	605 -602	-50%	-$373K	0.11%	347
2024 Q1	$785K	Buy	+1,207	New	+$770K	0.2%	191
2023 Q4	–	Sell	-815	Closed	-$416K	–	443
2023 Q3	$416K	Buy	+815	New	+$412K	0.24%	184

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

InceptionR's INTU Position: Q3 2024 in Review

InceptionR sold out of Intuit (INTU) in Q3 2024, closing a stake of 605 shares — an estimated $398K sold.

InceptionR first reported a position in INTU in Q3 2023 and held it in 3 quarters. The position peaked at $785K in Q1 2024. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

InceptionR reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
InceptionR sold 605 Intuit shares in Q3 2024, an estimated $398K.
InceptionR first reported a position in Intuit in Q3 2023 and held it in 3 quarters.
InceptionR's Intuit position peaked at $785K in Q1 2024.
1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on InceptionR's 13F filing for Q3 2024, filed 8 Nov 2024.