Laffer Tengler Investments’s Intuit INTU Stock Holding History

Laffer Tengler Investments’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	–	Sell	-13	Closed	-$8.13K	–	456
2023 Q4	$8.13K	Buy	+13	New	+$7.17K	﹤0.01%	279
2019 Q2	–	Sell	-15,990	Closed	-$4.18M	–	137
2019 Q1	$4.18M	Hold	15,990	–	–	1.12%	7
2018 Q4	$3.15M	Hold	15,990	–	–	0.93%	18
2018 Q3	$3.64M	Hold	15,990	–	–	0.9%	17
2018 Q2	$3.27M	Hold	15,990	–	–	0.84%	19
2018 Q1	$2.77M	Buy	15,990 +270	+2%	+$45.4K	0.69%	39
2017 Q4	$2.48M	Hold	15,720	–	–	0.62%	49
2017 Q3	$2.23M	Sell	15,720 -1,175	-7%	-$162K	0.59%	62
2017 Q2	$2.24M	Hold	16,895	–	–	0.57%	65
2017 Q1	$1.96M	Hold	16,895	–	–	0.51%	91
2016 Q4	$1.94M	Buy	+16,895	New	+$1.89M	0.52%	62

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

Laffer Tengler Investments's INTU Position: Q1 2024 in Review

Laffer Tengler Investments sold out of Intuit (INTU) in Q1 2024, closing a stake of 13 shares — an estimated $8.13K sold.

Laffer Tengler Investments first reported a position in INTU in Q4 2016 and held it in 11 quarters. The position peaked at $4.18M in Q1 2019. 1,942 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

Laffer Tengler Investments reported no remaining Intuit position as of Q1 2024 after selling out during the quarter.
Laffer Tengler Investments sold 13 Intuit shares in Q1 2024, an estimated $8.13K.
Laffer Tengler Investments first reported a position in Intuit in Q4 2016 and held it in 11 quarters.
Laffer Tengler Investments's Intuit position peaked at $4.18M in Q1 2019.
1,942 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.