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Rockbridge Investment Management’s Intuit INTU Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-6
Closed -$3.75K – 364
2023
Q4 		$3.75K Buy
+6
New +$3.31K ﹤0.01% 496
2022
Q2 		– Sell
-133
Closed -$64.4K – 728
2022
Q1 		$64.4K Buy
133
+11
+9% +$5.63K 0.01% 265
2021
Q4 		$78K Buy
122
+67
+122% +$41.4K 0.01% 287
2021
Q3 		$30K Hold
55
– – 0.01% 387
2021
Q2 		$27K Hold
55
– – ﹤0.01% 400
2021
Q1 		$21K Buy
+55
New +$21.2K ﹤0.01% 421

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockbridge Investment Management's INTU Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Intuit (INTU) in Q1 2024, closing a stake of 6 shares — an estimated $3.75K sold.

Rockbridge Investment Management first reported a position in INTU in Q1 2021 and held it in 6 quarters. The position peaked at $78K in Q4 2021. 1,942 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Intuit position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 6 Intuit shares in Q1 2024, an estimated $3.75K.
  • Rockbridge Investment Management first reported a position in Intuit in Q1 2021 and held it in 6 quarters.
  • Rockbridge Investment Management's Intuit position peaked at $78K in Q4 2021.
  • 1,942 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.