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KB Financial Partners’s Intuit INTU Stock Holding History

KB Financial Partners’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 		$12K Sell
24
-18
-43% -$9.11K ﹤0.01% 381
2023
Q2 		$19K Sell
42
-351
-89% -$154K 0.01% 357
2023
Q1 		$175K Buy
393
+92
+31% +$37.8K 0.05% 172
2022
Q4 		$117K Hold
301
– – 0.04% 201
2022
Q3 		$117K Sell
301
-41
-12% -$17.7K 0.04% 184
2022
Q2 		$132K Buy
342
+27
+9% +$11.2K 0.05% 184
2022
Q1 		$151K Buy
315
+86
+38% +$44K 0.04% 190
2021
Q4 		$147K Buy
+229
New +$141K 0.04% 209
2021
Q3 		– Sell
-292
Closed -$143K – 356
2021
Q2 		$143K Sell
292
-69
-19% -$29.9K 0.05% 183
2021
Q1 		$138K Buy
+361
New +$139K 0.06% 185

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

KB Financial Partners's INTU Position: Q3 2023 in Review

KB Financial Partners reduced its Intuit (INTU) stake by 43% in Q3 2023, selling an estimated $9.11K and leaving 24 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

KB Financial Partners first reported a position in INTU in Q1 2021 and has held it in 10 quarters since. The position peaked at $175K in Q1 2023. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • KB Financial Partners held 24 shares of Intuit worth $12K as of Q3 2023.
  • KB Financial Partners sold 18 Intuit shares in Q3 2023, an estimated $9.11K.
  • Intuit made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #381 holding.
  • KB Financial Partners first reported a position in Intuit in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's Intuit position peaked at $175K in Q1 2023.
  • 1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.