- Entry
- $314.00
- Now
- $367.50 +17.0%
- Target
- —
- Score
- —
I archive quarterly fund letters (about 2,400 now) and pull out every company each one mentions, with the exact sentence attached. Filtering last quarter for Intuit returned six exits, all in the same quarter. Here they are. **Jensen Quality Growth Fund**, Q2: >During the quarter, we exited our position in Intuit, reflecting a meaningful decline in our confidence in two areas central to our process: the durability of the company's competitive advantages and the stability of its earnings. **ClearBridge Large …
— ORIGINAL POST ·
Six managers exited Intuit last quarter, and their letters give almost the same reason
· r/ValueInvesting
· Jul 29, 2026