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Triasima Portfolio Management’s Intuit INTU Stock Holding History

Triasima Portfolio 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
Q3 		– Sell
-403
Closed -$265K – 110
2024
Q2 		$265K Sell
403
-671
-62% -$416K 0.02% 127
2024
Q1 		$698K Sell
1,074
-130
-11% -$83K 0.06% 114
2023
Q4 		$753K Sell
1,204
-30
-2% -$16.5K 0.06% 106
2023
Q3 		$630K Sell
1,234
-10
-0.8% -$5.06K 0.06% 98
2023
Q2 		$755K Sell
1,244
-330
-21% -$145K 0.05% 103
2023
Q1 		$702K Sell
1,574
-65
-4% -$26.7K 0.06% 100
2022
Q4 		$638K Sell
1,639
-6,378
-80% -$2.53M 0.05% 98
2022
Q3 		$3.1M Buy
+8,017
New +$3.46M 0.25% 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
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

Triasima Portfolio Management's INTU Position: Q3 2024 in Review

Triasima Portfolio Management sold out of Intuit (INTU) in Q3 2024, closing a stake of 403 shares — an estimated $265K sold.

Triasima Portfolio Management first reported a position in INTU in Q3 2022 and held it in 8 quarters. The position peaked at $3.1M in Q3 2022. 1,967 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Triasima Portfolio Management reported no remaining Intuit position as of Q3 2024 after selling out during the quarter.
  • Triasima Portfolio Management sold 403 Intuit shares in Q3 2024, an estimated $265K.
  • Triasima Portfolio Management first reported a position in Intuit in Q3 2022 and held it in 8 quarters.
  • Triasima Portfolio Management's Intuit position peaked at $3.1M in Q3 2022.
  • 1,967 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Triasima Portfolio Management's 13F filing for Q3 2024, filed 12 Nov 2024.