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Pegasus Partners’s Intuit INTU Stock Holding History

Pegasus 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
Q3 		$1.4M Sell
2,260
-534
-19% -$341K 0.13% 48
2024
Q2 		$1.84M Sell
2,794
-1,573
-36% -$976K 0.19% 43
2024
Q1 		$2.84M Sell
4,367
-183
-4% -$117K 0.3% 38
2023
Q4 		$2.84M Sell
4,550
-313
-6% -$173K 0.33% 38
2023
Q3 		$2.48M Buy
4,863
+168
+4% +$85K 0.35% 38
2023
Q2 		$2.15M Buy
4,695
+107
+2% +$46.9K 0.32% 39
2023
Q1 		$2.05M Buy
4,588
+797
+21% +$327K 0.32% 41
2022
Q4 		$1.48M Buy
3,791
+576
+18% +$228K 0.24% 46
2022
Q3 		$1.25M Sell
3,215
-28
-0.9% -$12.1K 0.26% 52
2022
Q2 		$1.25M Buy
3,243
+90
+3% +$37.3K 0.26% 51
2022
Q1 		$1.52M Sell
3,153
-41
-1% -$21K 0.27% 45
2021
Q4 		$2.05M Sell
3,194
-837
-21% -$517K 0.36% 40
2021
Q3 		$2.17M Sell
4,031
-942
-19% -$508K 0.39% 37
2021
Q2 		$2.44M Sell
4,973
-951
-16% -$412K 0.47% 33
2021
Q1 		$2.27M Sell
5,924
-1,954
-25% -$752K 0.5% 36
2020
Q4 		$2.99M Buy
7,878
+283
+4% +$99.4K 0.76% 31
2020
Q3 		$2.48M Buy
7,595
+62
+0.8% +$19.4K 0.75% 31
2020
Q2 		$2.23M Sell
7,533
-22
-0.3% -$6.04K 0.72% 30
2020
Q1 		$1.74M Buy
7,555
+944
+14% +$256K 0.68% 32
2019
Q4 		$1.73M Buy
6,611
+3,238
+96% +$847K 0.53% 50
2019
Q3 		$897K Buy
+3,373
New +$928K 0.31% 79

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

Pegasus Partners's INTU Position: Q3 2024 in Review

Pegasus Partners reduced its Intuit (INTU) stake by 19% in Q3 2024, selling an estimated $341K and leaving 2,260 shares worth $1.4M. The position accounts for 0.13% of the portfolio, ranked #48.

Pegasus Partners first reported a position in INTU in Q3 2019 and has held it in 21 quarters since. The position peaked at $2.99M in Q4 2020. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Pegasus Partners held 2,260 shares of Intuit worth $1.4M as of Q3 2024.
  • Pegasus Partners sold 534 Intuit shares in Q3 2024, an estimated $341K.
  • Intuit made up 0.13% of Pegasus Partners's portfolio in Q3 2024, its #48 holding.
  • Pegasus Partners first reported a position in Intuit in Q3 2019 and has held it in 21 quarters since.
  • Pegasus Partners's Intuit position peaked at $2.99M in Q4 2020.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Pegasus Partners's 13F filing for Q3 2024, filed 1 Nov 2024.