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Sustainable Insight Capital Management’s Intuit INTU Stock Holding History

Sustainable Insight 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
Q4 		– Sell
-474
Closed -$294K – 81
2024
Q3 		$294K Buy
+474
New +$303K 0.13% 64
2024
Q2 		– Sell
-634
Closed -$412K – 82
2024
Q1 		$412K Buy
634
+100
+19% +$63.8K 0.3% 44
2023
Q4 		$334K Buy
534
+129
+32% +$71.2K 0.27% 43
2023
Q3 		$207K Buy
+405
New +$205K 0.2% 50
2023
Q2 		– Sell
-690
Closed -$308K – 75
2023
Q1 		$308K Sell
690
-415
-38% -$170K 0.31% 61
2022
Q4 		$430K Sell
1,105
-81
-7% -$32.1K 0.48% 51
2022
Q3 		$459K Sell
1,186
-370
-24% -$160K 0.54% 47
2022
Q2 		$660K Sell
1,556
-69
-4% -$28.6K 0.66% 40
2022
Q1 		$781K Buy
1,625
+798
+96% +$409K 0.56% 33
2021
Q4 		$532K Buy
827
+272
+49% +$168K 0.29% 45
2021
Q3 		$299K Sell
555
-26
-4% -$14K 0.19% 76
2021
Q2 		$285K Buy
581
+17
+3% +$7.37K 0.17% 94
2021
Q1 		$216K Sell
564
-100
-15% -$38.5K 0.14% 106
2020
Q4 		$252K Buy
+664
New +$233K 0.17% 86
2020
Q1 		$218K Buy
+947
New +$256K 0.3% 58

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sustainable Insight Capital Management's INTU Position: Q4 2024 in Review

Sustainable Insight Capital Management sold out of Intuit (INTU) in Q4 2024, closing a stake of 474 shares — an estimated $294K sold.

Sustainable Insight Capital Management first reported a position in INTU in Q1 2020 and held it in 15 quarters. The position peaked at $781K in Q1 2022. 2,066 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Sustainable Insight Capital Management reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 474 Intuit shares in Q4 2024, an estimated $294K.
  • Sustainable Insight Capital Management first reported a position in Intuit in Q1 2020 and held it in 15 quarters.
  • Sustainable Insight Capital Management's Intuit position peaked at $781K in Q1 2022.
  • 2,066 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Sustainable Insight Capital Management's 13F filing for Q4 2024, filed 21 Jan 2025.