Mawer Investment Management Ltd. historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Mawer Investment Management Ltd. opened 188 positions, added to 699, reduced 882 and sold out of 131.
- Q2 2026: Stock OSIS; Country of operation United States; Class COM; Shares before 662,634.
- Q2 2026: Stock ENSG; Country of operation United States; Class COM; Shares before 168,926.
- Q2 2026: Stock MKC; Country of operation United States; Class COM NON VTG; Shares before 397,975.
- Q2 2026: Stock WMG; Country of operation United States; Class COM CL A; Shares before 341,325.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1538449), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-16); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-26); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-04); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-21); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-08); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-10); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-06); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-22); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-06); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| HB Wealth Management, LLC | United States | $15.450B | 1,547 |
| Newlands Management Operations LLC | United States | $15.454B | 16 |
| Verition Fund Management LLC | United States | $15.424B | 2,192 |
| REGIONS FINANCIAL CORP | United States | $15.401B | 1,039 |
| EDGEWOOD MANAGEMENT LLC | United States | $15.496B | 87 |
| Equitable Holdings, Inc. | United States | $15.535B | 1,780 |
| OMERS ADMINISTRATION Corp | Canada | $15.552B | 1,096 |
| UniSuper Management Pty Ltd | Australia | $15.289B | 664 |
| Czech National Bank | CZECH REPUBLIC | $15.224B | 503 |
| Empowered Funds, LLC | United States | $15.676B | 8,595 |