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Trellis Advisors’s Intuit INTU Stock Holding History

Trellis Advisors’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
-1,112
Closed -$568K – 33
2023
Q3 		$568K Buy
1,112
+1
+0.1% +$506 0.26% 40
2023
Q2 		$509K Hold
1,111
– – 0.23% 44
2023
Q1 		$495K Sell
1,111
-37
-3% -$15.2K 0.24% 45
2022
Q4 		$447K Sell
1,148
-8
-0.7% -$3.17K 0.23% 45
2022
Q3 		$447K Sell
1,156
-13
-1% -$5.62K 0.25% 39
2022
Q2 		$451K Buy
1,169
+11
+0.9% +$4.55K 0.25% 43
2022
Q1 		$557K Buy
1,158
+1
+0.1% +$512 0.28% 39
2021
Q4 		$744K Sell
1,157
-10
-0.9% -$6.17K 0.35% 31
2021
Q3 		$629K Sell
1,167
-20
-2% -$10.8K 0.32% 33
2021
Q2 		$582K Sell
1,187
-20
-2% -$8.67K 0.3% 36
2021
Q1 		$462K Sell
1,207
-18
-1% -$6.93K 0.26% 40
2020
Q4 		$466K Hold
1,225
– – 0.28% 36
2020
Q3 		$400K Sell
1,225
-13
-1% -$4.07K 0.29% 37
2020
Q2 		$366K Sell
1,238
-5
-0.4% -$1.37K 0.29% 35
2020
Q1 		$286K Buy
1,243
+67
+6% +$18.1K 0.28% 38
2019
Q4 		$309K Hold
1,176
– – 0.24% 41
2019
Q3 		$313K Hold
1,176
– – 0.27% 35
2019
Q2 		$308K Hold
1,176
– – 0.26% 36
2019
Q1 		$308K Buy
1,176
+6
+0.5% +$1.39K 0.28% 31
2018
Q4 		$230K Sell
1,170
-13
-1% -$2.71K 0.23% 36
2018
Q3 		$269K Hold
1,183
– – 0.24% 34
2018
Q2 		$242K Sell
1,183
-101
-8% -$19.4K 0.23% 38
2018
Q1 		$223K Buy
1,284
+8
+0.6% +$1.35K 0.21% 36
2017
Q4 		$201K Buy
+1,276
New +$194K 0.19% 42

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Trellis Advisors's INTU Position: Q4 2023 in Review

Trellis Advisors sold out of Intuit (INTU) in Q4 2023, closing a stake of 1,112 shares — an estimated $568K sold.

Trellis Advisors first reported a position in INTU in Q4 2017 and held it in 24 quarters. The position peaked at $744K in Q4 2021. 1,914 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • Trellis Advisors reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
  • Trellis Advisors sold 1,112 Intuit shares in Q4 2023, an estimated $568K.
  • Trellis Advisors first reported a position in Intuit in Q4 2017 and held it in 24 quarters.
  • Trellis Advisors's Intuit position peaked at $744K in Q4 2021.
  • 1,914 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Trellis Advisors's 13F filing for Q4 2023.