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
2023 Q2	–	Sell	-3,700	Closed	-$1.65M	–	853
2023 Q1	$1.65M	Buy	+3,700	New	+$1.52M	0.06%	278
2022 Q4	–	Sell	-3,700	Closed	-$1.43M	–	1036
2022 Q3	$1.43M	Buy	+3,700	New	+$1.6M	0.07%	245
2020 Q1	–	Sell	-26,100	Closed	-$6.84M	–	1632
2019 Q4	$6.84M	Buy	26,100 +24,900	+2,075%	+$6.51M	0.1%	161
2019 Q3	$319K	Buy	+1,200	New	+$330K	0.01%	1484
2019 Q2	–	Sell	-20,200	Closed	-$5.28M	–	1961
2019 Q1	$5.28M	Buy	+20,200	New	+$4.67M	0.13%	162
2018 Q2	–	Sell	-4,100	Closed	-$711K	–	1905
2018 Q1	$711K	Sell	4,100 -23,900	-85%	-$4.02M	0.01%	1173
2017 Q4	$4.42M	Sell	28,000 -3,900	-12%	-$594K	0.06%	314
2017 Q3	$4.53M	Buy	+31,900	New	+$4.4M	0.06%	314
2016 Q3	–	Sell	-8,000	Closed	-$893K	–	1971
2016 Q2	$893K	Hold	8,000	–	–	0.01%	1231
2016 Q1	$832K	Buy	+8,000	New	+$772K	0.01%	1000

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.