Stonebridge Capital Advisors’s Intuit INTU Stock Holding History

Stonebridge Capital 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
2023 Q4	–	Sell	-21	Closed	-$10.7K	–	507
2023 Q3	$10.7K	Sell	21 -5	-19%	-$2.53K	﹤0.01%	597
2023 Q2	$11.9K	Hold	26	–	–	﹤0.01%	589
2023 Q1	$11.6K	Hold	26	–	–	﹤0.01%	589
2022 Q4	$10.1K	Hold	26	–	–	﹤0.01%	594
2022 Q3	$10K	Buy	26 +9	+53%	+$3.89K	﹤0.01%	575
2022 Q2	$7K	Sell	17 -69	-80%	-$28.6K	﹤0.01%	658
2022 Q1	$41K	Sell	86 -13	-13%	-$6.66K	﹤0.01%	414
2021 Q4	$64K	Buy	99 +13	+15%	+$8.03K	0.01%	335
2021 Q3	$46K	Buy	86 +2	+2%	+$1.08K	0.01%	360
2021 Q2	$41K	Hold	84	–	–	0.01%	371
2021 Q1	$32K	Buy	+84	New	+$32.3K	﹤0.01%	424
2020 Q3	–	Sell	-17	Closed	-$5K	–	428
2020 Q2	$5K	Hold	17	–	–	﹤0.01%	564
2020 Q1	$4K	Sell	17 -14	-45%	-$3.79K	﹤0.01%	574
2019 Q4	$8K	Buy	31 +14	+82%	+$3.66K	﹤0.01%	583
2019 Q3	$5K	Buy	+17	New	+$4.68K	﹤0.01%	619

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Stonebridge Capital Advisors's INTU Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Intuit (INTU) in Q4 2023, closing a stake of 21 shares — an estimated $10.7K sold.

Stonebridge Capital Advisors first reported a position in INTU in Q3 2019 and held it in 15 quarters. The position peaked at $64K in Q4 2021. 1,916 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

Stonebridge Capital Advisors reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 21 Intuit shares in Q4 2023, an estimated $10.7K.
Stonebridge Capital Advisors first reported a position in Intuit in Q3 2019 and held it in 15 quarters.
Stonebridge Capital Advisors's Intuit position peaked at $64K in Q4 2021.
1,916 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.