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Monumental Financial Group’s Intuit INTU Stock Holding History

Monumental 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
Q3 		$1.18M Sell
1,893
-291
-13% -$186K 0.44% 22
2024
Q2 		$1.44M Sell
2,184
-286
-12% -$177K 0.63% 20
2024
Q1 		$1.61M Sell
2,470
-101
-4% -$64.5K 0.85% 17
2023
Q4 		$1.61M Sell
2,571
-71
-3% -$39.2K 0.96% 17
2023
Q3 		$1.35M Buy
2,642
+88
+3% +$44.5K 0.9% 19
2023
Q2 		$1.17M Sell
2,554
-69
-3% -$30.2K 0.79% 24
2023
Q1 		$1.17M Buy
2,623
+164
+7% +$67.3K 0.84% 27
2022
Q4 		$957K Buy
+2,459
New +$975K 0.77% 38
2021
Q3 		– Sell
-38
Closed -$19K – 55
2021
Q2 		$19K Sell
38
-2,456
-98% -$1.06M 0.02% 66
2021
Q1 		$955K Buy
+2,494
New +$960K 0.91% 14

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

Monumental Financial Group's INTU Position: Q3 2024 in Review

Monumental Financial Group reduced its Intuit (INTU) stake by 13% in Q3 2024, selling an estimated $186K and leaving 1,893 shares worth $1.18M. The position accounts for 0.44% of the portfolio, ranked #22.

Monumental Financial Group first reported a position in INTU in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.61M in Q4 2023. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Monumental Financial Group held 1,893 shares of Intuit worth $1.18M as of Q3 2024.
  • Monumental Financial Group sold 291 Intuit shares in Q3 2024, an estimated $186K.
  • Intuit made up 0.44% of Monumental Financial Group's portfolio in Q3 2024, its #22 holding.
  • Monumental Financial Group first reported a position in Intuit in Q1 2021 and has held it in 10 quarters since.
  • Monumental Financial Group's Intuit position peaked at $1.61M in Q4 2023.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.