Number of Shares
9,650.00
Current Holdings Value*
$5.92 Mil
% of Portfolio
0.42%
Total Estimate Gain
$1.80 Mil
% of Total Estimate Gain
28.75%

Aureus Asset Management, LLC's Intuit Inc Holding Summary

As of 2025-03-31, Aureus Asset Management, LLC held 9,650.00 shares of Intuit Inc(INTU), totaling $5.92 Mil. This investment constitutes 0.42% of their stock portfolio, and Aureus Asset Management, LLC now holds 0% of the outstanding Intuit Inc(INTU) stock.

The initial trade took place in 2020Q2. And since then Aureus Asset Management, LLC has made 3 purchases of INTU, at an average price of $572.04, for a total of 10,948.00 shares. In addition, there have been 2 sales at an average price of $386.20 for 1,298.00 shares. Based on historical transaction data and INTU's current price of $783.61, Aureus Asset Management, LLC's estimated gain on his INTU holdings is $1.80 Mil, reflecting a 28.75% gain to date.

Aureus Asset Management, LLC INTU ($783.61) Holding Chart

Aureus Asset Management, LLC INTU ($783.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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