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Makena Capital Management’s Intuit INTU Stock Holding History

Makena Capital Management’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
-15,396
Closed -$10.1M – 41
2024
Q2 		$10.1M Sell
15,396
-8,656
-36% -$5.37M 2.34% 18
2024
Q1 		$15.6M Sell
24,052
-659
-3% -$421K 3.64% 6
2023
Q4 		$15.4M Sell
24,711
-5,032
-17% -$2.78M 3.5% 7
2023
Q3 		$15.2M Sell
29,743
-3,663
-11% -$1.85M 3.25% 7
2023
Q2 		$15.3M Hold
33,406
– – 2.92% 5
2023
Q1 		$14.9M Buy
33,406
+68
+0.2% +$27.9K 2.82% 7
2022
Q4 		$13M Buy
33,338
+998
+3% +$396K 2.44% 6
2022
Q3 		$12.5M Sell
32,340
-6,157
-16% -$2.66M 2.09% 11
2022
Q2 		$14.8M Sell
38,497
-1,777
-4% -$736K 2.42% 13
2022
Q1 		$19.4M Buy
+40,274
New +$20.6M 2.35% 10

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

Makena Capital Management's INTU Position: Q3 2024 in Review

Makena Capital Management sold out of Intuit (INTU) in Q3 2024, closing a stake of 15,396 shares — an estimated $10.1M sold.

Makena Capital Management first reported a position in INTU in Q1 2022 and held it in 10 quarters. The position peaked at $19.4M in Q1 2022. 1,968 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Makena Capital Management reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Makena Capital Management sold 15,396 Intuit shares in Q3 2024, an estimated $10.1M.
  • Makena Capital Management first reported a position in Intuit in Q1 2022 and held it in 10 quarters.
  • Makena Capital Management's Intuit position peaked at $19.4M in Q1 2022.
  • 1,968 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Makena Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.