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Symmetry Partners’s Intuit INTU Stock Holding History

Symmetry Partners’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 		– Sell
-752
Closed -$494K – 291
2024
Q2 		$494K Sell
752
-194
-21% -$120K 0.03% 288
2024
Q1 		$615K Hold
946
– – 0.05% 261
2023
Q4 		$594K Sell
946
-93
-9% -$51.3K 0.03% 246
2023
Q3 		$531K Hold
1,039
– – 0.03% 291
2023
Q2 		$476K Hold
1,039
– – 0.03% 351
2023
Q1 		$463K Sell
1,039
-716
-41% -$294K 0.03% 350
2022
Q4 		$683K Sell
1,755
-574
-25% -$228K 0.04% 241
2022
Q3 		$902K Sell
2,329
-29
-1% -$12.5K 0.06% 187
2022
Q2 		$909K Sell
2,358
-118
-5% -$48.9K 0.06% 188
2022
Q1 		$1.19M Hold
2,476
– – 0.07% 167
2021
Q4 		$1.59M Hold
2,476
– – 0.1% 126
2021
Q3 		$1.32M Hold
2,476
– – 0.09% 158
2021
Q2 		$1.21M Hold
2,476
– – 0.08% 181
2021
Q1 		$948K Sell
2,476
-253
-9% -$97.4K 0.07% 210
2020
Q4 		$1.04M Buy
2,729
+18
+0.7% +$6.32K 0.08% 174
2020
Q3 		$884K Buy
2,711
+1,902
+235% +$595K 0.08% 191
2020
Q2 		$240K Buy
+809
New +$222K 0.03% 266
2020
Q1 		– Sell
-3,170
Closed -$830K – 320
2019
Q4 		$830K Sell
3,170
-1,187
-27% -$310K 0.17% 73
2019
Q3 		$1.16M Hold
4,357
– – 0.24% 55
2019
Q2 		$1.14M Sell
4,357
-503
-10% -$128K 0.23% 62
2019
Q1 		$1.27M Buy
4,860
+679
+16% +$157K 0.22% 60
2018
Q4 		$823K Buy
+4,181
New +$870K 0.21% 67

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Symmetry Partners's INTU Position: Q3 2024 in Review

Symmetry Partners sold out of Intuit (INTU) in Q3 2024, closing a stake of 752 shares — an estimated $494K sold.

Symmetry Partners first reported a position in INTU in Q4 2018 and held it in 22 quarters. The position peaked at $1.59M in Q4 2021. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Symmetry Partners reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Symmetry Partners sold 752 Intuit shares in Q3 2024, an estimated $494K.
  • Symmetry Partners first reported a position in Intuit in Q4 2018 and held it in 22 quarters.
  • Symmetry Partners's Intuit position peaked at $1.59M in Q4 2021.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.