Members Trust
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Members Trust’s Intuit INTU Stock Holding History

Members Trust’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
-342
Closed -$225K – 123
2024
Q2 		$225K Hold
342
– – 0.01% 110
2024
Q1 		$222K Sell
342
-12
-3% -$7.66K 0.01% 108
2023
Q4 		$222K Buy
+354
New +$195K 0.01% 107
2022
Q1 		– Sell
-349
Closed -$224K – 120
2021
Q4 		$224K Buy
+349
New +$215K 0.01% 111

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

Members Trust's INTU Position: Q3 2024 in Review

Members Trust sold out of Intuit (INTU) in Q3 2024, closing a stake of 342 shares — an estimated $225K sold.

Members Trust first reported a position in INTU in Q4 2021 and held it in 4 quarters. The position peaked at $225K in Q2 2024. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Members Trust reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Members Trust sold 342 Intuit shares in Q3 2024, an estimated $225K.
  • Members Trust first reported a position in Intuit in Q4 2021 and held it in 4 quarters.
  • Members Trust's Intuit position peaked at $225K in Q2 2024.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Members Trust's 13F filing for Q3 2024, filed 15 Oct 2024.