John G. Ullman & Associates’s Intuit INTU Stock Holding History

John G. Ullman & Associates’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 Q4	–	Sell	-675	Closed	-$419K	–	181
2024 Q3	$419K	Hold	675	–	–	0.06%	142
2024 Q2	$444K	Hold	675	–	–	0.07%	138
2024 Q1	$439K	Hold	675	–	–	0.07%	135
2023 Q4	$422K	Hold	675	–	–	0.07%	130
2023 Q3	$345K	Hold	675	–	–	0.06%	138
2023 Q2	$309K	Hold	675	–	–	0.05%	147
2023 Q1	$301K	Hold	675	–	–	0.05%	152
2022 Q4	$263K	Hold	675	–	–	0.04%	152
2022 Q3	$261K	Hold	675	–	–	0.05%	141
2022 Q2	$260K	Hold	675	–	–	0.04%	144
2022 Q1	$325K	Hold	675	–	–	0.05%	142
2021 Q4	$434K	Hold	675	–	–	0.06%	127
2021 Q3	$364K	Hold	675	–	–	0.05%	128
2021 Q2	$331K	Hold	675	–	–	0.04%	134
2021 Q1	$259K	Hold	675	–	–	0.03%	139
2020 Q4	$256K	Hold	675	–	–	0.04%	140
2020 Q3	$220K	Buy	+675	New	+$211K	0.05%	118

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Norges Bank Oslo, Norway $1T AUM

John G. Ullman & Associates's INTU Position: Q4 2024 in Review

John G. Ullman & Associates sold out of Intuit (INTU) in Q4 2024, closing a stake of 675 shares — an estimated $419K sold.

John G. Ullman & Associates first reported a position in INTU in Q3 2020 and held it in 17 quarters. The position peaked at $444K in Q2 2024. 2,066 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

John G. Ullman & Associates reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
John G. Ullman & Associates sold 675 Intuit shares in Q4 2024, an estimated $419K.
John G. Ullman & Associates first reported a position in Intuit in Q3 2020 and held it in 17 quarters.
John G. Ullman & Associates's Intuit position peaked at $444K in Q2 2024.
2,066 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on John G. Ullman & Associates's 13F filing for Q4 2024, filed 5 Feb 2025.