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Kiwi Wealth Investments Limited Partnership’s Intuit INTU Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-31,466
Closed -$14.4M – 113
2023
Q2 		$14.4M Hold
31,466
– – 0.89% 28
2023
Q1 		$14M Sell
31,466
-1,194
-4% -$490K 0.91% 33
2022
Q4 		$12.7M Sell
32,660
-6,440
-16% -$2.55M 0.85% 34
2022
Q3 		$15.1M Hold
39,100
– – 1.04% 21
2022
Q2 		$15.1M Buy
39,100
+21,583
+123% +$8.94M 1.04% 21
2022
Q1 		$8.42M Buy
17,517
+600
+4% +$307K 0.46% 52
2021
Q4 		$10.9M Buy
16,917
+4,888
+41% +$3.02M 0.51% 55
2021
Q3 		$6.49M Hold
12,029
– – 0.33% 76
2021
Q2 		$5.9M Sell
12,029
-3,871
-24% -$1.68M 0.31% 78
2021
Q1 		$6.09M Hold
15,900
– – 0.35% 78
2020
Q4 		$6.04M Buy
15,900
+8,464
+114% +$2.97M 0.36% 81
2020
Q3 		$2.43M Buy
+7,436
New +$2.33M 0.17% 151
2020
Q1 		– Sell
-7,219
Closed -$1.89M – 193
2019
Q4 		$1.89M Sell
7,219
-1,057
-13% -$276K 0.14% 146
2019
Q3 		$2.2M Sell
8,276
-12,888
-61% -$3.55M 0.18% 135
2019
Q2 		$5.53M Buy
21,164
+389
+2% +$98.9K 0.48% 57
2019
Q1 		$5.43M Sell
20,775
-1,762
-8% -$407K 0.49% 67
2018
Q4 		$4.44M Buy
22,537
+9,049
+67% +$1.88M 0.47% 65
2018
Q3 		$3.07M Sell
13,488
-1,448
-10% -$311K 0.29% 96
2018
Q2 		$3.05M Buy
14,936
+11,053
+285% +$2.12M 0.29% 92
2018
Q1 		$673K Sell
3,883
-130
-3% -$21.9K 0.07% 161
2017
Q4 		$633K Buy
+4,013
New +$612K 0.07% 151

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

Kiwi Wealth Investments Limited Partnership's INTU Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Intuit (INTU) in Q3 2023, closing a stake of 31,466 shares — an estimated $14.4M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in INTU in Q4 2017 and held it in 21 quarters. The position peaked at $15.1M in Q3 2022. 1,741 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 31,466 Intuit shares in Q3 2023, an estimated $14.4M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Intuit in Q4 2017 and held it in 21 quarters.
  • Kiwi Wealth Investments Limited Partnership's Intuit position peaked at $15.1M in Q3 2022.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.