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Simplicity Solutions’s Intuit INTU Stock Holding History

Simplicity Solutions’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 		$3.21M Buy
5,138
+423
+9% +$233K 0.09% 208
2023
Q3 		$2.41M Sell
4,715
-489
-9% -$247K 0.08% 232
2023
Q2 		$2.38M Buy
5,204
+8
+0.2% +$3.5K 0.07% 268
2023
Q1 		$2.32M Buy
5,196
+3,161
+155% +$1.3M 0.06% 280
2022
Q4 		$792K Sell
2,035
-16
-0.8% -$6.35K 0.11% 242
2022
Q3 		$794K Buy
2,051
+402
+24% +$174K 0.12% 223
2022
Q2 		$635K Buy
1,649
+397
+32% +$164K 0.08% 261
2022
Q1 		$602K Sell
1,252
-1,242
-50% -$636K 0.07% 273
2021
Q4 		$1.6M Buy
2,494
+1,381
+124% +$852K 0.18% 151
2021
Q3 		$601K Buy
1,113
+147
+15% +$79.2K 0.09% 249
2021
Q2 		$474K Buy
966
+135
+16% +$58.5K 0.09% 238
2021
Q1 		$318K Sell
831
-14,843
-95% -$5.72M 0.07% 313
2020
Q4 		$5.95M Buy
15,674
+1,168
+8% +$410K 0.09% 206
2020
Q3 		$4.73M Buy
14,506
+479
+3% +$150K 0.09% 200
2020
Q2 		$4.16M Buy
14,027
+7,485
+114% +$2.05M 0.08% 197
2020
Q1 		$1.5M Sell
6,542
-303
-4% -$82K 0.05% 263
2019
Q4 		$1.79M Buy
6,845
+2,549
+59% +$667K 0.05% 262
2019
Q3 		$1.14M Buy
4,296
+271
+7% +$74.5K 0.05% 267
2019
Q2 		$1.05M Buy
4,025
+725
+22% +$184K 0.05% 247
2019
Q1 		$863K Buy
3,300
+1,952
+145% +$451K 0.05% 274
2018
Q4 		$265K Sell
1,348
-6
-0.4% -$1.25K 0.03% 484
2018
Q3 		$308K Sell
1,354
-110
-8% -$23.6K 0.02% 371
2018
Q2 		$299K Buy
+1,464
New +$281K 0.02% 364
2017
Q1 		– Sell
-1,759
Closed -$202K – 402
2016
Q4 		$202K Sell
1,759
-415
-19% -$46.5K 0.05% 326
2016
Q3 		$239K Buy
+2,174
New +$243K 0.12% 218
2016
Q1 		– Sell
-11,542
Closed -$1.11M – 343
2015
Q4 		$1.11M Buy
+11,542
New +$1.12M 0.13% 216

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

Simplicity Solutions's INTU Position: Q4 2023 in Review

Simplicity Solutions increased its Intuit (INTU) stake by 9% in Q4 2023, buying an estimated $233K and bringing the position to 5,138 shares worth $3.21M. The position accounts for 0.09% of the portfolio, ranked #208.

Simplicity Solutions first reported a position in INTU in Q4 2015 and has held it in 26 quarters since. The position peaked at $5.95M in Q4 2020. 1,913 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • Simplicity Solutions held 5,138 shares of Intuit worth $3.21M as of Q4 2023.
  • Simplicity Solutions bought 423 Intuit shares in Q4 2023, an estimated $233K.
  • Intuit made up 0.09% of Simplicity Solutions's portfolio in Q4 2023, its #208 holding.
  • Simplicity Solutions first reported a position in Intuit in Q4 2015 and has held it in 26 quarters since.
  • Simplicity Solutions's Intuit position peaked at $5.95M in Q4 2020.
  • 1,913 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.