Portfolio changes · featured 13Fs
Activity
Moves in INTU across featured managers — New / Exit / Add / Reduce.
INTU · all sizes
13 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 6 | |||||
| INTU | New | First Pacific Advisors | +1.07% | opened 1.1% | Q1→Q2 |
| INTU | Exit | Dennis Hong - Shawspring Partners | −6.61% | was 6.6% | Q1→Q2 |
| INTU | Exit | Lee Ainslie - Maverick Capital | −0.01% | was 0.01% | Q1→Q2 |
| INTU | Add | Arnold Van Den Berg - Van Den Berg Management I | +0.70% | +264.2% sh | Q1→Q2 |
| INTU | Add | Hillman Capital Management | −0.06% | +25.7% sh | Q1→Q2 |
| INTU | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.03% | −97.5% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| INTU | Add | Don Yacktman - Yacktman Asset Management | +1.54% | +6561.4% sh | Q1→Q2 |
| 7 Aug 2 | |||||
| INTU | Exit | Richard Pzena - Pzena Investment Management | 0.00% | was <0.01% | Q1→Q2 |
| INTU | Reduce | Jensen Investment Management | −0.83% | −92.7% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| INTU | Exit | Polen Capital Management | −0.06% | was 0.06% | Q1→Q2 |
| 15 Jul 2 | |||||
| INTU | Add | David Katz - Matrix Asset Advisors | +0.08% | +191.6% sh | Q1→Q2 |
| INTU | Reduce | Lindsell Train | −3.49% | −9.1% sh | Q1→Q2 |
| 10 Jul 1 | |||||
| INTU | Exit | Kentucky Trust Co. - Kentucky Trust | 0.00% | was <0.01% | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home