Mawer Investment Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-276,434
Closed -$173M 110
2023
Q4
$173M Sell
276,434
-55,462
-17% -$34.7M 0.88% 29
2023
Q3
$170M Sell
331,896
-161,509
-33% -$82.5M 0.91% 30
2023
Q2
$226M Sell
493,405
-33,620
-6% -$15.4M 1.18% 27
2023
Q1
$235M Sell
527,025
-9,560
-2% -$4.26M 1.28% 25
2022
Q4
$209M Sell
536,585
-182,319
-25% -$71M 1.18% 26
2022
Q3
$278M Sell
718,904
-11,441
-2% -$4.43M 1.69% 17
2022
Q2
$282M Sell
730,345
-53,005
-7% -$20.4M 1.6% 21
2022
Q1
$377M Sell
783,350
-127,754
-14% -$61.4M 1.79% 20
2021
Q4
$586M Sell
911,104
-376,328
-29% -$242M 2.64% 13
2021
Q3
$695M Sell
1,287,432
-23,127
-2% -$12.5M 3.33% 7
2021
Q2
$642M Buy
1,310,559
+27,632
+2% +$13.5M 3.18% 9
2021
Q1
$491M Buy
1,282,927
+59,593
+5% +$22.8M 2.67% 15
2020
Q4
$465M Buy
1,223,334
+419,560
+52% +$159M 2.74% 14
2020
Q3
$257M Buy
803,774
+437,743
+120% +$140M 1.68% 22
2020
Q2
$108M Buy
366,031
+397
+0.1% +$117K 0.8% 34
2020
Q1
$85.2M Buy
365,634
+6,582
+2% +$1.53M 0.78% 33
2019
Q4
$94.1M Buy
359,052
+25,980
+8% +$6.81M 0.76% 36
2019
Q3
$88.5M Sell
333,072
-70,262
-17% -$18.7M 0.81% 34
2019
Q2
$105M Buy
403,334
+2,810
+0.7% +$734K 0.68% 51
2019
Q1
$105M Sell
400,524
-10,204
-2% -$2.67M 0.75% 48
2018
Q4
$80.8M Buy
410,728
+729
+0.2% +$143K 0.67% 50
2018
Q3
$93.2M Sell
409,999
-18,789
-4% -$4.27M 0.7% 50
2018
Q2
$87.6M Sell
428,788
-34,587
-7% -$7.06M 0.71% 50
2018
Q1
$80.3M Sell
463,375
-102,052
-18% -$17.7M 0.67% 52
2017
Q4
$89.3M Buy
565,427
+1,020
+0.2% +$161K 0.74% 47
2017
Q3
$80.2M Buy
564,407
+46,218
+9% +$6.57M 0.68% 49
2017
Q2
$68.8M Sell
518,189
-113,250
-18% -$15M 0.64% 54
2017
Q1
$73.2M Sell
631,439
-8,174
-1% -$948K 0.71% 52
2016
Q4
$73.3M Buy
639,613
+85,627
+15% +$9.81M 0.75% 51
2016
Q3
$59.7M Buy
553,986
+11,333
+2% +$1.22M 0.63% 54
2016
Q2
$60.6M Sell
542,653
-25,336
-4% -$2.83M 0.86% 41
2016
Q1
$59.1M Buy
567,989
+725
+0.1% +$75.4K 0.69% 53
2015
Q4
$54.7M Sell
567,264
-3,736
-0.7% -$360K 0.7% 53
2015
Q3
$50.7M Sell
571,000
-11,229
-2% -$996K 0.69% 51
2015
Q2
$58.7M Buy
582,229
+8,106
+1% +$818K 0.75% 50
2015
Q1
$60.8M Sell
574,123
-31,855
-5% -$3.38M 0.78% 54
2014
Q4
$61M Sell
605,978
-418,576
-41% -$42.1M 0.79% 53
2014
Q3
$89.8M Sell
1,024,554
-87,955
-8% -$7.71M 1.2% 31
2014
Q2
$89.6M Buy
1,112,509
+209,675
+23% +$16.9M 1.19% 32
2014
Q1
$70.2M Buy
902,834
+12,450
+1% +$968K 1% 41
2013
Q4
$67.8M Buy
890,384
+174,703
+24% +$13.3M 0.99% 40
2013
Q3
$47.4M Buy
+715,681
New +$47.4M 0.76% 49