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Seven Post Investment Office’s Intuit INTU Stock Holding History

Seven Post Investment Office’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
Q4 		– Sell
-163,590
Closed -$102M – 47
2024
Q3 		$102M Hold
163,590
– – 15.35% 2
2024
Q2 		$108M Buy
+163,590
New +$101M 19.91% 2

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Seven Post Investment Office's INTU Position: Q4 2024 in Review

Seven Post Investment Office sold out of Intuit (INTU) in Q4 2024, closing a stake of 163,590 shares — an estimated $102M sold.

Seven Post Investment Office first reported a position in INTU in Q2 2024 and held it in 2 quarters. The position peaked at $108M in Q2 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Seven Post Investment Office reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • Seven Post Investment Office sold 163,590 Intuit shares in Q4 2024, an estimated $102M.
  • Seven Post Investment Office first reported a position in Intuit in Q2 2024 and held it in 2 quarters.
  • Seven Post Investment Office's Intuit position peaked at $108M in Q2 2024.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Seven Post Investment Office's 13F filing for Q4 2024, filed 16 Jan 2025.