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Vontobel Asset Management’s Intuit INTU Stock Holding History

Vontobel Asset 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
Q1 		$342M Sell
503,275
-2,155
-0.4% -$1.38M 1.89% 20
2023
Q4 		$328M Buy
505,430
+46,914
+10% +$25.9M 1.95% 18
2023
Q3 		$246M Buy
458,516
+4,875
+1% +$2.47M 1.6% 22
2023
Q2 		$217M Buy
453,641
+6,688
+1% +$2.93M 1.44% 25
2023
Q1 		$210M Buy
446,953
+68,973
+18% +$28.3M 1.52% 26
2022
Q4 		$156M Buy
377,980
+65,517
+21% +$26M 1.24% 29
2022
Q3 		$129M Buy
312,463
+59,000
+23% +$25.5M 1.02% 29
2022
Q2 		$102M Buy
+253,463
New +$105M 0.75% 34

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
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
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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vontobel Asset Management's INTU Position: Q1 2024 in Review

Vontobel Asset Management reduced its Intuit (INTU) stake by 0.43% in Q1 2024, selling an estimated $1.38M and leaving 503,275 shares worth $342M. The position accounts for 1.89% of the portfolio, ranked #20.

Vontobel Asset Management first reported a position in INTU in Q2 2022 and has held it in 8 quarters since. 1,946 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Vontobel Asset Management held 503,275 shares of Intuit worth $342M as of Q1 2024.
  • Vontobel Asset Management sold 2,155 Intuit shares in Q1 2024, an estimated $1.38M.
  • Intuit made up 1.89% of Vontobel Asset Management's portfolio in Q1 2024, its #20 holding.
  • Vontobel Asset Management first reported a position in Intuit in Q2 2022 and has held it in 8 quarters since.
  • 1,946 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Vontobel Asset Management's 13F filing for Q1 2024, filed 15 May 2024.