Westwood Management Corporation’s Intuit INTU Stock Holding History

Westwood Management Corporation’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	$375K	Hold	600	–	–	0.14%	25
2023 Q3	$307K	Hold	600	–	–	0.04%	48
2023 Q2	$275K	Hold	600	–	–	0.04%	56
2023 Q1	$267K	Hold	600	–	–	0.03%	60
2022 Q4	$234K	Hold	600	–	–	0.03%	65
2022 Q3	$232K	Hold	600	–	–	0.03%	67
2022 Q2	$231K	Hold	600	–	–	0.03%	67
2022 Q1	$289K	Hold	600	–	–	0.03%	66
2021 Q4	$386K	Hold	600	–	–	0.03%	61
2021 Q3	$324K	Hold	600	–	–	0.03%	66
2021 Q2	$294K	Hold	600	–	–	0.02%	74
2021 Q1	$230K	Hold	600	–	–	0.02%	75
2020 Q4	$228K	Buy	+600	New	+$211K	0.02%	70

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

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

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

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Westwood Management Corporation's INTU Position: Q4 2023 in Review

Westwood Management Corporation held its Intuit (INTU) position steady in Q4 2023 at 600 shares worth $375K. The position accounts for 0.14% of the portfolio, ranked #25.

Westwood Management Corporation first reported a position in INTU in Q4 2020 and has held it in 13 quarters since. The position peaked at $386K in Q4 2021. 1,914 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

Westwood Management Corporation held 600 shares of Intuit worth $375K as of Q4 2023.
Westwood Management Corporation left its Intuit share count unchanged in Q4 2023.
Intuit made up 0.14% of Westwood Management Corporation's portfolio in Q4 2023, its #25 holding.
Westwood Management Corporation first reported a position in Intuit in Q4 2020 and has held it in 13 quarters since.
Westwood Management Corporation's Intuit position peaked at $386K in Q4 2021.
1,914 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on Westwood Management Corporation's 13F filing for Q4 2023, filed 29 Jan 2024.