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SpiderRock Advisors’s Intuit INTU Stock Holding History

SpiderRock Advisors’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 		$1.3M Hold
2,100
– – 0.02% 416
2024
Q2 		$1.38M Hold
2,100
– – 0.03% 354
2024
Q1 		$1.32M Buy
+2,100
New +$1.34M 0.03% 344
2023
Q4 		– Hold
0
– – – 83

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

SpiderRock Advisors's INTU Position: Q3 2024 in Review

SpiderRock Advisors increased its Intuit (INTU) stake by 0.3% in Q3 2024, buying an estimated $21.7K and bringing the position to 11,380 shares worth $7.07M. The position accounts for 0.11% of the portfolio, ranked #138.

SpiderRock Advisors first reported a position in INTU in Q1 2024 and has held it in 3 quarters since. The position peaked at $7.46M in Q2 2024. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • SpiderRock Advisors held 11,380 shares of Intuit worth $7.07M as of Q3 2024.
  • SpiderRock Advisors bought 34 Intuit shares in Q3 2024, an estimated $21.7K.
  • Intuit made up 0.11% of SpiderRock Advisors's portfolio in Q3 2024, its #138 holding.
  • SpiderRock Advisors first reported a position in Intuit in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Intuit position peaked at $7.46M in Q2 2024.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.