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Paloma Partners’s Intuit INTU Stock Holding History

Paloma Partners’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
Q2 		– Sell
-11,137
Closed -$7.24M – 1350
2024
Q1 		$7.24M Buy
+11,137
New +$7.11M 0.38% 60
2023
Q2 		– Sell
-4,000
Closed -$1.78M – 852
2023
Q1 		$1.78M Buy
+4,000
New +$1.64M 0.06% 268
2022
Q4 		– Sell
-3,500
Closed -$1.36M – 1034
2022
Q3 		$1.36M Sell
3,500
-1,400
-29% -$605K 0.06% 253
2022
Q2 		$1.89M Sell
4,900
-16,500
-77% -$6.83M 0.07% 281
2022
Q1 		$10.3M Buy
+21,400
New +$11M 0.3% 41
2020
Q4 		– Sell
-1,000
Closed -$326K – 1919
2020
Q3 		$326K Buy
+1,000
New +$313K 0.01% 1431
2020
Q1 		– Sell
-18,500
Closed -$4.85M – 1631
2019
Q4 		$4.85M Buy
18,500
+14,100
+320% +$3.69M 0.07% 248
2019
Q3 		$1.17M Buy
+4,400
New +$1.21M 0.02% 664
2019
Q2 		– Sell
-14,100
Closed -$3.69M – 1960
2019
Q1 		$3.69M Buy
+14,100
New +$3.26M 0.09% 252
2018
Q1 		– Sell
-34,300
Closed -$5.41M – 2095
2017
Q4 		$5.41M Sell
34,300
-6,800
-17% -$1.04M 0.07% 257
2017
Q3 		$5.84M Buy
+41,100
New +$5.67M 0.08% 247
2016
Q3 		– Sell
-8,000
Closed -$893K – 1970
2016
Q2 		$893K Hold
8,000
– – 0.01% 1230
2016
Q1 		$832K Buy
+8,000
New +$772K 0.01% 999

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

Paloma Partners's INTU Position: Q3 2023 in Review

Paloma Partners sold out of Intuit (INTU) in Q3 2023, closing a stake of 511 shares — an estimated $234K sold.

Paloma Partners first reported a position in INTU in Q2 2013 and held it in 35 quarters. The position peaked at $16.3M in Q4 2021. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • Paloma Partners reported no remaining Intuit position as of Q3 2023 after selling out during the quarter.
  • Paloma Partners sold 511 Intuit shares in Q3 2023, an estimated $234K.
  • Paloma Partners first reported a position in Intuit in Q2 2013 and held it in 35 quarters.
  • Paloma Partners's Intuit position peaked at $16.3M in Q4 2021.
  • 1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Paloma Partners's 13F filing for Q3 2023, filed 14 Nov 2023.