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Sarah T. Connolly’s Intuit INTU Stock Holding History

Sarah T. Connolly’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
Q4 		– Sell
-1,345
Closed -$687K – 46
2023
Q3 		$687K Sell
1,345
-120
-8% -$60.7K 0.45% 60
2023
Q2 		$671K Sell
1,465
-255
-15% -$112K 0.41% 62
2023
Q1 		$767K Hold
1,720
– – 0.49% 62
2022
Q4 		$669K Sell
1,720
-100
-5% -$39.7K 0.46% 63
2022
Q3 		$705K Sell
1,820
-75
-4% -$32.4K 0.52% 64
2022
Q2 		$730K Hold
1,895
– – 0.5% 61
2022
Q1 		$911K Hold
1,895
– – 0.53% 59
2021
Q4 		$1.22M Buy
1,895
+25
+1% +$15.4K 0.68% 50
2021
Q3 		$1.01M Sell
1,870
-60
-3% -$32.3K 0.83% 50
2021
Q2 		$946K Buy
1,930
+185
+11% +$80.2K 0.77% 52
2021
Q1 		$668K Sell
1,745
-21
-1% -$8.09K 0.59% 56
2020
Q4 		$671K Buy
+1,766
New +$620K 0.61% 55

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Sarah T. Connolly's INTU Position: Q4 2023 in Review

Sarah T. Connolly sold out of Intuit (INTU) in Q4 2023, closing a stake of 1,345 shares — an estimated $687K sold.

Sarah T. Connolly first reported a position in INTU in Q4 2020 and held it in 12 quarters. The position peaked at $1.22M in Q4 2021. 1,914 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • Sarah T. Connolly reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 1,345 Intuit shares in Q4 2023, an estimated $687K.
  • Sarah T. Connolly first reported a position in Intuit in Q4 2020 and held it in 12 quarters.
  • Sarah T. Connolly's Intuit position peaked at $1.22M in Q4 2021.
  • 1,914 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.