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Lee Financial’s Intuit INTU Stock Holding History

Lee Financial’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
Q3 		– Sell
-474
Closed -$312K – 186
2024
Q2 		$312K Buy
+474
New +$294K 0.05% 117
2024
Q1 		– Sell
-49
Closed -$30.6K – 488
2023
Q4 		$30.6K Buy
49
+15
+44% +$8.27K 0.01% 267
2023
Q3 		$17.4K Buy
34
+20
+143% +$10.1K ﹤0.01% 326
2023
Q2 		$6.42K Hold
14
– – ﹤0.01% 474
2023
Q1 		$6.24K Sell
14
-3
-18% -$1.23K ﹤0.01% 496
2022
Q4 		$6.62K Hold
17
– – ﹤0.01% 512
2022
Q3 		$6K Buy
17
+1
+6% +$432 ﹤0.01% 509
2022
Q2 		$6K Buy
+16
New +$6.63K ﹤0.01% 529
2022
Q1 		– Sell
-10
Closed -$7K – 857
2021
Q4 		$7K Buy
10
+4
+67% +$2.47K ﹤0.01% 550
2021
Q3 		$3K Buy
+6
New +$3.23K ﹤0.01% 554

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lee Financial's INTU Position: Q3 2024 in Review

Lee Financial sold out of Intuit (INTU) in Q3 2024, closing a stake of 474 shares — an estimated $312K sold.

Lee Financial first reported a position in INTU in Q3 2021 and held it in 10 quarters. The position peaked at $312K in Q2 2024. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Lee Financial reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Lee Financial sold 474 Intuit shares in Q3 2024, an estimated $312K.
  • Lee Financial first reported a position in Intuit in Q3 2021 and held it in 10 quarters.
  • Lee Financial's Intuit position peaked at $312K in Q2 2024.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Lee Financial's 13F filing for Q3 2024, filed 14 Nov 2024.