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Industrial Alliance Investment Management’s Intuit INTU Stock Holding History

Industrial Alliance Investment Management’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
Q3 		– Sell
-430
Closed -$197K – 82
2023
Q2 		$197K Sell
430
-21,462
-98% -$9.4M 0.1% 81
2023
Q1 		$9.76M Sell
21,892
-730
-3% -$300K 0.27% 78
2022
Q4 		$8.8M Sell
22,622
-13,279
-37% -$5.27M 0.24% 98
2022
Q3 		$13.9M Buy
35,901
+11,021
+44% +$4.76M 0.41% 66
2022
Q2 		$9.59M Buy
24,880
+188
+0.8% +$77.8K 0.27% 89
2022
Q1 		$11.9M Sell
24,692
-1,687
-6% -$864K 0.28% 82
2021
Q4 		$17M Buy
+26,379
New +$16.3M 0.39% 59

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Industrial Alliance Investment Management's INTU Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Intuit (INTU) in Q3 2023, closing a stake of 430 shares — an estimated $197K sold.

Industrial Alliance Investment Management first reported a position in INTU in Q4 2021 and held it in 7 quarters. The position peaked at $17M in Q4 2021. 1,741 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 430 Intuit shares in Q3 2023, an estimated $197K.
  • Industrial Alliance Investment Management first reported a position in Intuit in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's Intuit position peaked at $17M in Q4 2021.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.