InterOcean Capital Group’s Intuit INTU Stock Holding History

InterOcean Capital 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
2024 Q1	$525K	Sell	808 -232	-22%	-$148K	0.01%	294
2023 Q4	$650K	Buy	1,040 +74	+8%	+$40.8K	0.02%	249
2023 Q3	$494K	Sell	966 -529	-35%	-$268K	0.02%	274
2023 Q2	$685K	Sell	1,495 -828	-36%	-$363K	0.02%	225
2023 Q1	$1.04M	Sell	2,323 -237	-9%	-$97.3K	0.04%	178
2022 Q4	$996K	Buy	2,560 +4	+0.2%	+$1.59K	0.04%	179
2022 Q3	$990K	Buy	2,556 +656	+35%	+$283K	0.04%	165
2022 Q2	$732K	Buy	+1,900	New	+$787K	0.03%	193

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

InterOcean Capital Group's INTU Position: Q1 2024 in Review

InterOcean Capital Group reduced its Intuit (INTU) stake by 22% in Q1 2024, selling an estimated $148K and leaving 808 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #294.

InterOcean Capital Group first reported a position in INTU in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.04M in Q1 2023. 1,943 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

InterOcean Capital Group held 808 shares of Intuit worth $525K as of Q1 2024.
InterOcean Capital Group sold 232 Intuit shares in Q1 2024, an estimated $148K.
Intuit made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #294 holding.
InterOcean Capital Group first reported a position in Intuit in Q2 2022 and has held it in 8 quarters since.
InterOcean Capital Group's Intuit position peaked at $1.04M in Q1 2023.
1,943 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.