Number of Shares
3,284.00
Current Holdings Value*
$2.06 Mil
% of Portfolio
1.4%
Total Estimate Gain
$387,121.64
% of Total Estimate Gain
6.67%

Sustainable Aware Equity Fund's Intuit Inc Holding Summary

As of 2025-04-30, Sustainable Aware Equity Fund held 3,284.00 shares of Intuit Inc(INTU), totaling $2.06 Mil. This investment constitutes 1.4% of their stock portfolio, and Sustainable Aware Equity Fund now holds 0% of the outstanding Intuit Inc(INTU) stock.

The initial trade took place in 2021Q4. And since then Sustainable Aware Equity Fund has made 5 purchases of INTU, at an average price of $561.82, for a total of 10,331.00 shares. In addition, there have been 10 sales at an average price of $516.94 for 7,047.00 shares. Based on historical transaction data and INTU's current price of $776.00, Sustainable Aware Equity Fund's estimated gain on his INTU holdings is $387,121.64, reflecting a 6.67% gain to date.

Sustainable Aware Equity Fund INTU ($776.00) Holding Chart

Sustainable Aware Equity Fund INTU ($776.00) 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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