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Mendota Financial Group’s Intuit INTU Stock Holding History

Mendota Financial Group’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
Q4 		– Sell
-8
Closed -$4.97K – 766
2024
Q3 		$4.97K Buy
8
+1
+14% +$638 ﹤0.01% 274
2024
Q2 		$4.6K Sell
7
-115
-94% -$71.3K ﹤0.01% 256
2024
Q1 		$79.3K Sell
122
-207
-63% -$132K 0.05% 152
2023
Q4 		$206K Sell
329
-45
-12% -$24.8K 0.16% 61
2023
Q3 		$191K Hold
374
– – 0.2% 35
2023
Q2 		$171K Buy
+374
New +$164K 0.19% 43

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mendota Financial Group's INTU Position: Q4 2024 in Review

Mendota Financial Group sold out of Intuit (INTU) in Q4 2024, closing a stake of 8 shares — an estimated $4.97K sold.

Mendota Financial Group first reported a position in INTU in Q2 2023 and held it in 6 quarters. The position peaked at $206K in Q4 2023. 2,066 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Mendota Financial Group reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 8 Intuit shares in Q4 2024, an estimated $4.97K.
  • Mendota Financial Group first reported a position in Intuit in Q2 2023 and held it in 6 quarters.
  • Mendota Financial Group's Intuit position peaked at $206K in Q4 2023.
  • 2,066 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.