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Telemus Capital’s Intuit INTU Stock Holding History

Telemus Capital’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 		$2.83M Sell
4,527
-14
-0.3% -$7.72K 0.23% 88
2023
Q3 		$2.32M Sell
4,541
-638
-12% -$323K 0.21% 97
2023
Q2 		$2.37M Sell
5,179
-383
-7% -$168K 0.2% 105
2023
Q1 		$2.48M Buy
5,562
+28
+0.5% +$11.5K 0.22% 102
2022
Q4 		$2.14M Sell
5,534
-12
-0.2% -$4.76K 0.2% 110
2022
Q3 		$2.15M Sell
5,546
-520
-9% -$225K 0.22% 97
2022
Q2 		$2.34M Sell
6,066
-401
-6% -$166K 0.23% 99
2022
Q1 		$3.11M Sell
6,467
-448
-6% -$229K 0.27% 85
2021
Q4 		$4.45M Sell
6,915
-589
-8% -$364K 0.36% 70
2021
Q3 		$4.05M Buy
7,504
+154
+2% +$83K 0.34% 75
2021
Q2 		$3.6M Sell
7,350
-319
-4% -$138K 0.26% 85
2021
Q1 		$3.08M Buy
7,669
+512
+7% +$197K 0.21% 95
2020
Q4 		$2.72M Buy
7,157
+154
+2% +$54.1K 0.2% 92
2020
Q3 		$2.39M Sell
7,003
-185
-3% -$57.9K 0.18% 101
2020
Q2 		$2.21M Buy
7,188
+47
+0.7% +$12.9K 0.17% 100
2020
Q1 		$2.07M Buy
7,141
+1,536
+27% +$416K 0.17% 108
2019
Q4 		$1.47M Sell
5,605
-96
-2% -$25.1K 0.11% 143
2019
Q3 		$1.52M Buy
5,701
+2,762
+94% +$760K 0.12% 137
2019
Q2 		$775K Sell
2,939
-489
-14% -$124K 0.07% 191
2019
Q1 		$896K Sell
3,428
-1,430
-29% -$330K 0.07% 207
2018
Q4 		$956K Buy
4,858
+44
+0.9% +$9.15K 0.08% 189
2018
Q3 		$1.09M Sell
4,814
-180
-4% -$38.7K 0.08% 188
2018
Q2 		$1.02M Sell
4,994
-226
-4% -$43.3K 0.08% 198
2018
Q1 		$905K Sell
5,220
-151
-3% -$25.4K 0.07% 210
2017
Q4 		$848K Buy
+5,371
New +$819K 0.07% 220
2017
Q3 		– Sell
-1,679
Closed -$223K – 337
2017
Q2 		$223K Buy
+1,679
New +$218K 0.02% 328
2016
Q3 		– Sell
-1,805
Closed -$201K – 349
2016
Q2 		$201K Buy
+1,805
New +$189K 0.02% 329

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Telemus Capital's INTU Position: Q4 2023 in Review

Telemus Capital reduced its Intuit (INTU) stake by 0.31% in Q4 2023, selling an estimated $7.72K and leaving 4,527 shares worth $2.83M. The position accounts for 0.23% of the portfolio, ranked #88.

Telemus Capital first reported a position in INTU in Q2 2016 and has held it in 27 quarters since. The position peaked at $4.45M in Q4 2021. 1,917 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • Telemus Capital held 4,527 shares of Intuit worth $2.83M as of Q4 2023.
  • Telemus Capital sold 14 Intuit shares in Q4 2023, an estimated $7.72K.
  • Intuit made up 0.23% of Telemus Capital's portfolio in Q4 2023, its #88 holding.
  • Telemus Capital first reported a position in Intuit in Q2 2016 and has held it in 27 quarters since.
  • Telemus Capital's Intuit position peaked at $4.45M in Q4 2021.
  • 1,917 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.