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Summit Financial Group’s Intuit INTU Stock Holding History

Summit 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
2024
Q1 		$261K Hold
401
– – 0.09% 172
2023
Q4 		$251K Hold
401
– – 0.1% 168
2023
Q3 		$205K Buy
+401
New +$203K 0.09% 177
2022
Q1 		– Sell
-457
Closed -$294K – 215
2021
Q4 		$294K Hold
457
– – 0.1% 181
2021
Q3 		$247K Hold
457
– – 0.09% 189
2021
Q2 		$224K Buy
+457
New +$198K 0.08% 189

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Financial Group's INTU Position: Q1 2024 in Review

Summit Financial Group held its Intuit (INTU) position steady in Q1 2024 at 401 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #172.

Summit Financial Group first reported a position in INTU in Q2 2021 and has held it in 6 quarters since. The position peaked at $294K in Q4 2021. 1,942 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Summit Financial Group held 401 shares of Intuit worth $261K as of Q1 2024.
  • Summit Financial Group left its Intuit share count unchanged in Q1 2024.
  • Intuit made up 0.09% of Summit Financial Group's portfolio in Q1 2024, its #172 holding.
  • Summit Financial Group first reported a position in Intuit in Q2 2021 and has held it in 6 quarters since.
  • Summit Financial Group's Intuit position peaked at $294K in Q4 2021.
  • 1,942 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.