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Old North State Trust’s Intuit INTU Stock Holding History

Old North State 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
2023
Q2 		– Sell
-16
Closed -$7K – 276
2023
Q1 		$7K Hold
16
– – ﹤0.01% 373
2022
Q4 		$6K Hold
16
– – ﹤0.01% 371
2022
Q3 		$6K Buy
+16
New +$6.91K 0.01% 312
2019
Q3 		– Sell
-225
Closed -$59K – 383
2019
Q2 		$59K Hold
225
– – 0.04% 200
2019
Q1 		$58K Hold
225
– – 0.04% 204
2018
Q4 		$44K Hold
225
– – 0.05% 214
2018
Q3 		$51K Buy
+225
New +$48.3K 0.05% 202

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Old North State Trust's INTU Position: Q2 2023 in Review

Old North State Trust sold out of Intuit (INTU) in Q2 2023, closing a stake of 16 shares — an estimated $7K sold.

Old North State Trust first reported a position in INTU in Q3 2018 and held it in 7 quarters. The position peaked at $59K in Q2 2019. 1,667 funds tracked by Wall St. Rank hold INTU as of Q2 2023.

  • Old North State Trust reported no remaining Intuit position as of Q2 2023 after selling out during the quarter.
  • Old North State Trust sold 16 Intuit shares in Q2 2023, an estimated $7K.
  • Old North State Trust first reported a position in Intuit in Q3 2018 and held it in 7 quarters.
  • Old North State Trust's Intuit position peaked at $59K in Q2 2019.
  • 1,667 funds tracked by Wall St. Rank held Intuit as of Q2 2023.

Based on Old North State Trust's 13F filing for Q2 2023, filed 22 Aug 2023.