INTU β€” INTUIT

Ownership history in WINTON GROUP Ltd  Β·  27 quarters on record

This page tracks every 13F SEC filing in which WINTON GROUP Ltd reported a position in INTUIT (INTU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.67% (2017 Q3)
πŸ“Š Avg. % of fund
0.23%
πŸ“… First filed
2014 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
27

Position Intelligence

WINTON GROUP Ltd Γ— INTU AI Analytics

πŸ“ˆ WINTON GROUP Ltd outperformed the S&P 500 by +14.5% annually on this INTU position. Timing score: 42% (11/26 decisions correct). Average cost basis: $110.02. Maximum drawdown during holding period: –13.2%.

πŸ“ˆ Position Alpha vs SPY
+14.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 14.5% per year on this position.
26 quarters analyzed

⏱️ Timing Score
42%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
11 of 26 add/trim decisions correct

πŸ’° Entry Quality
$110.02
+518.4% vs current ($680.41)

Best entry: $73.10 (2014 Q2)  Β·  Worst: $680.41 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–13.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

9 adds Β· 18 trims. Bought during 3 of 5 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.14% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    INTU price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,542 +4,939 +819.1% 0.14% $3.8M $680.41
2024 Q3 REDUCED 603 -444 -42.4% 0.03% $374K $614.76
2024 Q1 REDUCED 1,047 -5,297 -83.5% 0.05% $681K $641.68
2023 Q3 ADDED 6,344 +5,751 +969.8% 0.27% $3.2M $502.77
2022 Q3 REDUCED 593 -1,515 -71.9% 0.02% $230K $378.31
2020 Q3 REDUCED 2,108 -22,216 -91.3% 0.02% $688K $315.00
2020 Q2 REDUCED 24,324 -7,395 -23.3% 0.19% $7.2M $285.52
2020 Q1 REDUCED 31,719 -13,792 -30.3% 0.19% $7.3M $221.24
2019 Q4 ADDED 45,511 +25,602 +128.6% 0.17% $11.9M $251.46
2019 Q3 REDUCED 19,909 -48,555 -70.9% 0.06% $5.3M $254.79
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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