Trustmark National Bank Trust Department’s Intuit INTU Stock Holding History

Trustmark National Bank Trust Department’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 Q2	–	Sell	-430	Closed	-$280K	–	292
2024 Q1	$280K	Hold	430	–	–	0.02%	243
2023 Q4	$269K	Hold	430	–	–	0.02%	226
2023 Q3	$220K	Buy	+430	New	+$218K	0.02%	234
2022 Q1	–	Sell	-627	Closed	-$403K	–	267
2021 Q4	$403K	Buy	627 +10	+2%	+$6.17K	0.03%	209
2021 Q3	$332K	Sell	617 -5	-0.8%	-$2.69K	0.03%	210
2021 Q2	$305K	Hold	622	–	–	0.02%	215
2021 Q1	$238K	Sell	622 -91	-13%	-$35K	0.02%	230
2020 Q4	$270K	Hold	713	–	–	0.02%	214
2020 Q3	$232K	Hold	713	–	–	0.02%	221
2020 Q2	$211K	Buy	+713	New	+$196K	0.02%	221
2019 Q3	–	Sell	-629	Closed	-$165K	–	379
2019 Q2	$165K	Hold	629	–	–	0.02%	250
2019 Q1	$165K	Hold	629	–	–	0.02%	241
2018 Q4	$124K	Hold	629	–	–	0.01%	252
2018 Q3	$143K	Buy	+629	New	+$135K	0.01%	257

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

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Trustmark National Bank Trust Department's INTU Position: Q2 2024 in Review

Trustmark National Bank Trust Department sold out of Intuit (INTU) in Q2 2024, closing a stake of 430 shares — an estimated $280K sold.

Trustmark National Bank Trust Department first reported a position in INTU in Q3 2018 and held it in 14 quarters. The position peaked at $403K in Q4 2021. 1,963 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

Trustmark National Bank Trust Department reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
Trustmark National Bank Trust Department sold 430 Intuit shares in Q2 2024, an estimated $280K.
Trustmark National Bank Trust Department first reported a position in Intuit in Q3 2018 and held it in 14 quarters.
Trustmark National Bank Trust Department's Intuit position peaked at $403K in Q4 2021.
1,963 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2024, filed 14 Aug 2024.