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Mill Creek Capital Advisors’s Intuit INTU Stock Holding History

Mill Creek Capital Advisors’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
-306
Closed -$201K – 258
2024
Q2 		$201K Buy
+306
New +$190K 0.01% 251
2023
Q2 		– Sell
-703
Closed -$313K – 248
2023
Q1 		$313K Buy
+703
New +$289K 0.01% 185

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

Mill Creek Capital Advisors's INTU Position: Q3 2024 in Review

Mill Creek Capital Advisors sold out of Intuit (INTU) in Q3 2024, closing a stake of 306 shares — an estimated $201K sold.

Mill Creek Capital Advisors first reported a position in INTU in Q1 2023 and held it in 2 quarters. The position peaked at $313K in Q1 2023. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Mill Creek Capital Advisors reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Mill Creek Capital Advisors sold 306 Intuit shares in Q3 2024, an estimated $201K.
  • Mill Creek Capital Advisors first reported a position in Intuit in Q1 2023 and held it in 2 quarters.
  • Mill Creek Capital Advisors's Intuit position peaked at $313K in Q1 2023.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Mill Creek Capital Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.