Number of Shares
23,398.00
Current Holdings Value*
$14.37 Mil
% of Portfolio
0.91%
Total Estimate Gain
$13.19 Mil
% of Total Estimate Gain
59.52%

The Institutional U.S. Equity Portfolio's Intuit Inc Holding Summary

As of 2025-03-31, The Institutional U.S. Equity Portfolio held 23,398.00 shares of Intuit Inc(INTU), totaling $14.37 Mil. This investment constitutes 0.91% of their stock portfolio, and The Institutional U.S. Equity Portfolio now holds 0.01% of the outstanding Intuit Inc(INTU) stock.

The initial trade took place in 2019Q3. And since then The Institutional U.S. Equity Portfolio has made 9 purchases of INTU, at an average price of $409.89, for a total of 54,053.00 shares. In addition, there have been 8 sales at an average price of $578.40 for 30,655.00 shares. Based on historical transaction data and INTU's current price of $752.75, The Institutional U.S. Equity Portfolio's estimated gain on his INTU holdings is $13.19 Mil, reflecting a 59.52% gain to date.

The Institutional U.S. Equity Portfolio INTU ($752.75) Holding Chart

The Institutional U.S. Equity Portfolio INTU ($752.75) 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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