Summit Trail Advisors »

Intuit shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Intuit by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 2.0k 625.03
2023-09-30 $1.1M 2.1k 510.96
2023-06-30 $1.1M 2.3k 458.17
2023-03-31 $468k 1.0k 445.69
2022-12-31 $293k 753 389.45
2022-09-30 $270k 696 387.93
2022-06-30 $289k 750 385.33
2022-03-31 $493k 1.0k 480.51
2021-12-31 $359k 558 643.37
2021-09-30 $279k 517 539.65
2020-09-30 $685k 2.0k 349.67
2018-03-31 $283k 2.9k 96.92
2017-12-31 $332k 2.0k 164.11