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Kenfarb & Co’s Intuit INTU Stock Holding History

Kenfarb & Co’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 		$4.7M Sell
9,202
-190
-2% -$96.1K 4.3% 3
2023
Q2 		$4.3M Sell
9,392
-315
-3% -$138K 3.75% 3
2023
Q1 		$4.33M Sell
9,707
-270
-3% -$111K 3.87% 3
2022
Q4 		$3.88M Sell
9,977
-300
-3% -$119K 3.44% 3
2022
Q3 		$3.98M Hold
10,277
– – 3.79% 3
2022
Q2 		$4.94M Hold
10,277
– – 3.91% 3
2022
Q1 		$4.94M Sell
10,277
-249
-2% -$128K 3.91% 3
2021
Q4 		$6.77M Buy
+10,526
New +$6.5M 4.95% 2

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

Kenfarb & Co's INTU Position: Q3 2023 in Review

Kenfarb & Co reduced its Intuit (INTU) stake by 2% in Q3 2023, selling an estimated $96.1K and leaving 9,202 shares worth $4.7M. The position accounts for 4.3% of the portfolio, ranked #3.

Kenfarb & Co first reported a position in INTU in Q4 2021 and has held it in 8 quarters since. The position peaked at $6.77M in Q4 2021. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • Kenfarb & Co held 9,202 shares of Intuit worth $4.7M as of Q3 2023.
  • Kenfarb & Co sold 190 Intuit shares in Q3 2023, an estimated $96.1K.
  • Intuit made up 4.3% of Kenfarb & Co's portfolio in Q3 2023, its #3 holding.
  • Kenfarb & Co first reported a position in Intuit in Q4 2021 and has held it in 8 quarters since.
  • Kenfarb & Co's Intuit position peaked at $6.77M in Q4 2021.
  • 1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.