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Lunia Capital’s Intuit INTU Stock Holding History

Lunia Capital’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
2021
Q3 		– Sell
-411
Closed -$201K – 15
2021
Q2 		$201K Buy
+411
New +$178K 6.18% 12
2018
Q3 		– Sell
-76,591
Closed -$15.6M – 34
2018
Q2 		$15.6M Buy
+76,591
New +$14.7M 2.91% 19
2018
Q1 		– Sell
-31,889
Closed -$5.03M – 34
2017
Q4 		$5.03M Buy
+31,889
New +$4.86M 2.04% 26

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lunia Capital's INTU Position: Q3 2021 in Review

Lunia Capital sold out of Intuit (INTU) in Q3 2021, closing a stake of 411 shares — an estimated $201K sold.

Lunia Capital first reported a position in INTU in Q4 2017 and held it in 3 quarters. The position peaked at $15.6M in Q2 2018. 1,444 funds tracked by Wall St. Rank hold INTU as of Q3 2021.

  • Lunia Capital reported no remaining Intuit position as of Q3 2021 after selling out during the quarter.
  • Lunia Capital sold 411 Intuit shares in Q3 2021, an estimated $201K.
  • Lunia Capital first reported a position in Intuit in Q4 2017 and held it in 3 quarters.
  • Lunia Capital's Intuit position peaked at $15.6M in Q2 2018.
  • 1,444 funds tracked by Wall St. Rank held Intuit as of Q3 2021.

Based on Lunia Capital's 13F filing for Q3 2021, filed 15 Nov 2021.