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Lake Street Advisors Group’s Intuit INTU Stock Holding History

Lake Street Advisors Group’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 		$3.16M Buy
5,033
+216
+4% +$138K 0.15% 93
2024
Q3 		$2.99M Buy
4,817
+267
+6% +$170K 0.14% 81
2024
Q2 		$2.99M Sell
4,550
-257
-5% -$159K 0.14% 94
2024
Q1 		$3.12M Sell
4,807
-31
-0.6% -$19.8K 0.15% 98
2023
Q4 		$3.02M Buy
+4,838
New +$2.67M 0.15% 93
2021
Q3 		– Sell
-4,258
Closed -$2.29M – 325
2021
Q2 		$2.29M Buy
4,258
+31
+0.7% +$13.4K 0.17% 63
2021
Q1 		$1.62M Sell
4,227
-492
-10% -$189K 0.13% 69
2020
Q4 		$1.79M Buy
4,719
+3,069
+186% +$1.08M 0.15% 65
2020
Q3 		$538K Buy
1,650
+332
+25% +$104K 0.05% 135
2020
Q2 		$390K Sell
1,318
-88
-6% -$24.1K 0.04% 161
2020
Q1 		$323K Buy
1,406
+319
+29% +$86.4K 0.04% 164
2019
Q4 		$285K Buy
1,087
+42
+4% +$11K 0.03% 192
2019
Q3 		$257K Buy
1,045
+68
+7% +$18.7K 0.03% 179
2019
Q2 		$255K Buy
977
+63
+7% +$16K 0.03% 173
2019
Q1 		$239K Buy
+914
New +$211K 0.03% 186
2018
Q3 		– Sell
-1,217
Closed -$249K – 267
2018
Q2 		$249K Sell
1,217
-98
-7% -$18.8K 0.02% 265
2018
Q1 		$228K Buy
1,315
+46
+4% +$7.74K 0.03% 270
2017
Q4 		$200K Buy
+1,269
New +$193K 0.02% 309

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lake Street Advisors Group's INTU Position: Q4 2024 in Review

Lake Street Advisors Group increased its Intuit (INTU) stake by 4.5% in Q4 2024, buying an estimated $138K and bringing the position to 5,033 shares worth $3.16M. The position accounts for 0.15% of the portfolio, ranked #93.

Lake Street Advisors Group first reported a position in INTU in Q4 2017 and has held it in 18 quarters since. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Lake Street Advisors Group held 5,033 shares of Intuit worth $3.16M as of Q4 2024.
  • Lake Street Advisors Group bought 216 Intuit shares in Q4 2024, an estimated $138K.
  • Intuit made up 0.15% of Lake Street Advisors Group's portfolio in Q4 2024, its #93 holding.
  • Lake Street Advisors Group first reported a position in Intuit in Q4 2017 and has held it in 18 quarters since.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.