SCM
INTU icon

Sirios Capital Management’s Intuit INTU Stock Holding History

Sirios Capital 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
Q3 		– Sell
-2,886
Closed -$1.9M – 66
2024
Q2 		$1.9M Sell
2,886
-863
-23% -$535K 0.33% 45
2024
Q1 		$2.44M Sell
3,749
-371
-9% -$237K 0.46% 39
2023
Q4 		$2.58M Sell
4,120
-395
-9% -$218K 0.53% 38
2023
Q3 		$2.31M Sell
4,515
-2,190
-33% -$1.11M 0.44% 41
2023
Q2 		$3.07M Sell
6,705
-12,210
-65% -$5.35M 0.53% 36
2023
Q1 		$8.43M Buy
18,915
+13,052
+223% +$5.36M 1.49% 28
2022
Q4 		$2.28M Buy
+5,863
New +$2.33M 0.42% 39
2016
Q1 		– Sell
-248,462
Closed -$24M – 55
2015
Q4 		$24M Sell
248,462
-7,584
-3% -$733K 0.87% 33
2015
Q3 		$22.7M Buy
+256,046
New +$24.9M 0.74% 38

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

Sirios Capital Management's INTU Position: Q3 2024 in Review

Sirios Capital Management sold out of Intuit (INTU) in Q3 2024, closing a stake of 2,886 shares — an estimated $1.9M sold.

Sirios Capital Management first reported a position in INTU in Q3 2015 and held it in 9 quarters. The position peaked at $24M in Q4 2015. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Sirios Capital Management reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Sirios Capital Management sold 2,886 Intuit shares in Q3 2024, an estimated $1.9M.
  • Sirios Capital Management first reported a position in Intuit in Q3 2015 and held it in 9 quarters.
  • Sirios Capital Management's Intuit position peaked at $24M in Q4 2015.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Sirios Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.