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LWMG LLC’s Intuit INTU Stock Holding History

LWMG LLC’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 		$284K Buy
457
+7
+2% +$4.47K 0.05% 74
2024
Q2 		$296K Sell
450
-1
-0.2% -$620 0.06% 72
2024
Q1 		$293K Sell
451
-126
-22% -$80.4K 0.07% 71
2023
Q4 		$361K Buy
577
+25
+5% +$13.8K 0.09% 65
2023
Q3 		$282K Sell
552
-29
-5% -$14.7K 0.08% 75
2023
Q2 		$266K Sell
581
-92
-14% -$40.3K 0.07% 77
2023
Q1 		$300K Sell
673
-6
-0.9% -$2.46K 0.09% 70
2022
Q4 		$264K Buy
+679
New +$269K 0.09% 80

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LWMG LLC's INTU Position: Q3 2024 in Review

LWMG LLC increased its Intuit (INTU) stake by 1.6% in Q3 2024, buying an estimated $4.47K and bringing the position to 457 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #74.

LWMG LLC first reported a position in INTU in Q4 2022 and has held it in 8 quarters since. The position peaked at $361K in Q4 2023. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • LWMG LLC held 457 shares of Intuit worth $284K as of Q3 2024.
  • LWMG LLC bought 7 Intuit shares in Q3 2024, an estimated $4.47K.
  • Intuit made up 0.05% of LWMG LLC's portfolio in Q3 2024, its #74 holding.
  • LWMG LLC first reported a position in Intuit in Q4 2022 and has held it in 8 quarters since.
  • LWMG LLC's Intuit position peaked at $361K in Q4 2023.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.