Lannebo Fonder’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $37.8M | Hold |
60,000
| – | – | 4.99% | 9 |
|
|
2023
Q3 | $31.3M | Hold |
60,000
| – | – | 4.64% | 10 |
|
|
2023
Q2 | $27.5M | Hold |
60,000
| – | – | 3.86% | 15 |
|
|
2023
Q1 | $26.8M | Hold |
60,000
| – | – | 4.29% | 12 |
|
|
2022
Q4 | $23.4M | Hold |
60,000
| – | – | 4.49% | 10 |
|
|
2022
Q3 | $23.2M | Hold |
60,000
| – | – | 4.64% | 8 |
|
|
2022
Q2 | $23.1M | Hold |
60,000
| – | – | 4.21% | 10 |
|
|
2022
Q1 | $28.9M | Hold |
60,000
| – | – | 3.99% | 8 |
|
|
2021
Q4 | $38.6M | Sell |
60,000
-6,500
| -10% | -$4.01M | 4.64% | 7 |
|
|
2021
Q3 | $35.9M | Hold |
66,500
| – | – | 4.45% | 7 |
|
|
2021
Q2 | $32.6M | Sell |
66,500
-6,000
| -8% | -$2.6M | 4% | 10 |
|
|
2021
Q1 | $27.8M | Hold |
72,500
| – | – | 3.72% | 11 |
|
|
2020
Q4 | $27.5M | Sell |
72,500
-10,000
| -12% | -$3.51M | 3.66% | 9 |
|
|
2020
Q3 | $26.9M | Buy |
82,500
+5,000
| +6% | +$1.56M | 3.83% | 8 |
|
|
2020
Q2 | $23M | Hold |
77,500
| – | – | 3.9% | 9 |
|
|
2020
Q1 | $17.8M | Buy |
77,500
+16,000
| +26% | +$4.33M | 5.01% | 6 |
|
|
2019
Q4 | $16.1M | Hold |
61,500
| – | – | 4.26% | 9 |
|
|
2019
Q3 | $16.4M | Buy |
61,500
+2,550
| +4% | +$701K | 4.97% | 8 |
|
|
2019
Q2 | $15.4M | Hold |
58,950
| – | – | 4.67% | 10 |
|
|
2019
Q1 | $15.4M | Buy |
58,950
+4,000
| +7% | +$924K | 4.93% | 9 |
|
|
2018
Q4 | $10.8M | Hold |
54,950
| – | – | 4.04% | 12 |
|
|
2018
Q3 | $12.5M | Buy |
54,950
+5,000
| +10% | +$1.07M | 3.78% | 11 |
|
|
2018
Q2 | $10.3M | Hold |
49,950
| – | – | 3.51% | 15 |
|
|
2018
Q1 | $8.5M | Buy |
49,950
+1,600
| +3% | +$269K | 3.65% | 14 |
|
|
2017
Q4 | $7.68M | Hold |
48,350
| – | – | 3.67% | 15 |
|
|
2017
Q3 | $6.89M | Hold |
48,350
| – | – | 3.71% | 13 |
|
|
2017
Q2 | $6.42M | Hold |
48,350
| – | – | 3.69% | 14 |
|
|
2017
Q1 | $5.61M | Hold |
48,350
| – | – | 3.57% | 15 |
|
|
2016
Q4 | $5.51M | Hold |
48,350
| – | – | 4.24% | 12 |
|
|
2016
Q3 | $5.32M | Hold |
48,350
| – | – | 4.43% | 12 |
|
|
2016
Q2 | $5.4M | Hold |
48,350
| – | – | 4.61% | 12 |
|
|
2016
Q1 | $5.03M | Sell |
48,350
-10,000
| -17% | -$966K | 4.08% | 13 |
|
|
2015
Q4 | $5.63M | Buy |
+58,350
| New | +$5.64M | 4.6% | 11 |
|
Other funds holding INTU
Lannebo Fonder's INTU Position: Q4 2023 in Review
Lannebo Fonder held its Intuit (INTU) position steady in Q4 2023 at 60,000 shares worth $37.8M. The position accounts for 4.99% of the portfolio, ranked #9.
Lannebo Fonder first reported a position in INTU in Q4 2015 and has held it in 33 quarters since. The position peaked at $38.6M in Q4 2021. 1,913 funds tracked by Wall St. Rank hold INTU as of Q4 2023.
- Lannebo Fonder held 60,000 shares of Intuit worth $37.8M as of Q4 2023.
- Lannebo Fonder left its Intuit share count unchanged in Q4 2023.
- Intuit made up 4.99% of Lannebo Fonder's portfolio in Q4 2023, its #9 holding.
- Lannebo Fonder first reported a position in Intuit in Q4 2015 and has held it in 33 quarters since.
- Lannebo Fonder's Intuit position peaked at $38.6M in Q4 2021.
- 1,913 funds tracked by Wall St. Rank held Intuit as of Q4 2023.
Based on Lannebo Fonder's 13F filing for Q4 2023, filed 24 Jan 2024.