Ziegler Capital Management’s Intuit INTU Stock Holding History

Ziegler Capital 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	$2.46M	Buy	34,652 +687	+2%	+$439K	0.09%	199
2023 Q4	$21.2M	Sell	33,965 -438	-1%	-$242K	0.96%	21
2023 Q3	$17.6M	Sell	34,403 -122	-0.4%	-$61.7K	0.7%	23
2023 Q2	$15.8M	Sell	34,525 -656	-2%	-$287K	0.6%	29
2023 Q1	$15.7M	Buy	35,181 +3,093	+10%	+$1.27M	0.62%	35
2022 Q4	$12.5M	Buy	32,088 +28,501	+795%	+$11.3M	0.52%	47
2022 Q3	$1.39M	Buy	3,587 +87	+2%	+$37.6K	0.06%	246
2022 Q2	$1.35M	Buy	+3,500	New	+$1.45M	0.06%	253
2020 Q3	–	Sell	-4,289	Closed	-$1.27M	–	431
2020 Q2	$1.27M	Sell	4,289 -62,213	-94%	-$17.1M	0.04%	268
2020 Q1	$15.3M	Buy	+66,502	New	+$18M	0.41%	63
2013 Q3	$3.38M	Buy	50,900 +900	+2%	+$58K	0.29%	93
2013 Q2	$3.05M	Buy	+50,000	New	+$3.02M	0.33%	90

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ziegler Capital Management's INTU Position: Q1 2024 in Review

Ziegler Capital Management increased its Intuit (INTU) stake by 2% in Q1 2024, buying an estimated $439K and bringing the position to 34,652 shares worth $2.46M. The position accounts for 0.09% of the portfolio, ranked #199.

Ziegler Capital Management first reported a position in INTU in Q2 2013 and has held it in 12 quarters since. The position peaked at $21.2M in Q4 2023. 1,943 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

Ziegler Capital Management held 34,652 shares of Intuit worth $2.46M as of Q1 2024.
Ziegler Capital Management bought 687 Intuit shares in Q1 2024, an estimated $439K.
Intuit made up 0.09% of Ziegler Capital Management's portfolio in Q1 2024, its #199 holding.
Ziegler Capital Management first reported a position in Intuit in Q2 2013 and has held it in 12 quarters since.
Ziegler Capital Management's Intuit position peaked at $21.2M in Q4 2023.
1,943 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

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