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McKinley Capital Management’s Intuit INTU Stock Holding History

McKinley 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
Q2 		$6.68M Sell
10,164
-1,447
-12% -$898K 1.17% 25
2024
Q1 		$7.55M Sell
11,611
-580
-5% -$370K 0.91% 33
2023
Q4 		$7.62M Sell
12,191
-144
-1% -$79.4K 0.98% 29
2023
Q3 		$6.3M Sell
12,335
-2,896
-19% -$1.47M 0.89% 33
2023
Q2 		$6.98M Sell
15,231
-1,672
-10% -$732K 0.93% 27
2023
Q1 		$7.54M Sell
16,903
-303
-2% -$124K 1% 25
2022
Q4 		$6.7M Sell
17,206
-1,357
-7% -$538K 0.9% 31
2022
Q3 		$7.19M Sell
18,563
-969
-5% -$419K 0.98% 23
2022
Q2 		$7.53M Sell
19,532
-1,468
-7% -$608K 0.98% 23
2022
Q1 		$10.1M Buy
21,000
+29
+0.1% +$14.8K 1.01% 24
2021
Q4 		$13.5M Sell
20,971
-140
-0.7% -$86.4K 1.21% 17
2021
Q3 		$11.4M Sell
21,111
-17,666
-46% -$9.52M 1.07% 21
2021
Q2 		$19M Buy
38,777
+32,850
+554% +$14.2M 1.33% 18
2021
Q1 		$2.27M Buy
5,927
+86
+1% +$33.1K 0.17% 117
2020
Q4 		$2.22M Sell
5,841
-376
-6% -$132K 0.16% 118
2020
Q3 		$2.03M Sell
6,217
-96
-2% -$30K 0.16% 117
2020
Q2 		$1.87M Sell
6,313
-270
-4% -$74.1K 0.13% 118
2020
Q1 		$1.51M Buy
6,583
+105
+2% +$28.4K 0.12% 118
2019
Q4 		$1.7M Buy
6,478
+60
+0.9% +$15.7K 0.11% 121
2019
Q3 		$1.71M Sell
6,418
-104
-2% -$28.6K 0.13% 98
2019
Q2 		$1.71M Sell
6,522
-519
-7% -$132K 0.11% 120
2019
Q1 		$1.84M Sell
7,041
-244
-3% -$56.4K 0.13% 93
2018
Q4 		$1.43M Buy
+7,285
New +$1.52M 0.12% 103
2014
Q1 		– Sell
-1,666
Closed -$127K – 398
2013
Q4 		$127K Buy
+1,666
New +$120K 0.01% 363

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 $3.37T AUM 44.26% 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

McKinley Capital Management's INTU Position: Q2 2024 in Review

McKinley Capital Management reduced its Intuit (INTU) stake by 12% in Q2 2024, selling an estimated $898K and leaving 10,164 shares worth $6.68M. The position accounts for 1.17% of the portfolio, ranked #25.

McKinley Capital Management first reported a position in INTU in Q4 2013 and has held it in 24 quarters since. The position peaked at $19M in Q2 2021. 1,966 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • McKinley Capital Management held 10,164 shares of Intuit worth $6.68M as of Q2 2024.
  • McKinley Capital Management sold 1,447 Intuit shares in Q2 2024, an estimated $898K.
  • Intuit made up 1.17% of McKinley Capital Management's portfolio in Q2 2024, its #25 holding.
  • McKinley Capital Management first reported a position in Intuit in Q4 2013 and has held it in 24 quarters since.
  • McKinley Capital Management's Intuit position peaked at $19M in Q2 2021.
  • 1,966 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.