Team Hewins’s Intuit INTU Stock Holding History

Team Hewins’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	-5,030	Closed	-$2.57M	–	36
2023 Q3	$2.57M	Buy	+5,030	New	+$2.55M	0.59%	25

Other funds holding INTU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Team Hewins's INTU Position: Q4 2023 in Review

Team Hewins sold out of Intuit (INTU) in Q4 2023, closing a stake of 5,030 shares — an estimated $2.57M sold.

Team Hewins first reported a position in INTU in Q3 2023 and held it in 1 quarter. The position peaked at $2.57M in Q3 2023. 1,913 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

Team Hewins reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
Team Hewins sold 5,030 Intuit shares in Q4 2023, an estimated $2.57M.
Team Hewins first reported a position in Intuit in Q3 2023 and held it in 1 quarter.
Team Hewins's Intuit position peaked at $2.57M in Q3 2023.
1,913 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Team Hewins's 13F filing for Q4 2023, filed 9 Feb 2024.