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Steward Financial Group’s Intuit INTU Stock Holding History

Steward Financial Group’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
Q3 		$30K Buy
60
+20
+50% +$10.1K 0.01% 200
2023
Q2 		$18K Buy
+40
New +$17.5K 0.01% 259
2022
Q3 		– Sell
-12
Closed -$4K – 674
2022
Q2 		$4K Buy
+12
New +$4.97K ﹤0.01% 389

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steward Financial Group's INTU Position: Q3 2023 in Review

Steward Financial Group increased its Intuit (INTU) stake by 50% in Q3 2023, buying an estimated $10.1K and bringing the position to 60 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #200.

Steward Financial Group first reported a position in INTU in Q2 2022 and has held it in 3 quarters since. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • Steward Financial Group held 60 shares of Intuit worth $30K as of Q3 2023.
  • Steward Financial Group bought 20 Intuit shares in Q3 2023, an estimated $10.1K.
  • Intuit made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #200 holding.
  • Steward Financial Group first reported a position in Intuit in Q2 2022 and has held it in 3 quarters since.
  • 1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.