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Berman Capital Advisors’s Intel INTC Stock Holding History

Berman Capital Advisors’s Portfolio INTC Stock Details INTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$886K Buy
16,646
+5,523
+50% +$299K 0.14% 81
2021
Q2 		$624K Buy
11,123
+358
+3% +$21K 0.1% 102
2021
Q1 		$688K Buy
10,765
+1,469
+16% +$87.5K 0.14% 73
2020
Q4 		$462K Buy
9,296
+186
+2% +$9.08K 0.11% 92
2020
Q3 		$470K Buy
9,110
+366
+4% +$19K 0.13% 77
2020
Q2 		$522K Buy
8,744
+613
+8% +$36.7K 0.14% 69
2020
Q1 		$439K Buy
8,131
+551
+7% +$32.6K 0.14% 68
2019
Q4 		$453K Buy
7,580
+57
+0.8% +$3.19K 0.13% 75
2019
Q3 		$387K Sell
7,523
-750
-9% -$36.9K 0.12% 82
2019
Q2 		$395K Buy
8,273
+577
+7% +$28.6K 0.13% 78
2019
Q1 		$412K Buy
7,696
+27
+0.4% +$1.37K 0.14% 73
2018
Q4 		$359K Buy
7,669
+2,358
+44% +$110K 0.14% 66
2018
Q3 		$251K Sell
5,311
-336
-6% -$16.4K 0.11% 88
2018
Q2 		$280K Buy
5,647
+612
+12% +$32.5K 0.1% 88
2018
Q1 		$262K Buy
5,035
+318
+7% +$15.1K 0.1% 87
2017
Q4 		$218K Buy
+4,717
New +$206K 0.07% 98

Other funds holding INTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berman Capital Advisors's INTC Position: Q3 2021 in Review

Berman Capital Advisors increased its Intel (INTC) stake by 50% in Q3 2021, buying an estimated $299K and bringing the position to 16,646 shares worth $886K. The position accounts for 0.14% of the portfolio, ranked #81.

Berman Capital Advisors first reported a position in INTC in Q4 2017 and has held it in 16 quarters since. 2,638 funds tracked by Wall St. Rank hold INTC as of Q3 2021.

  • Berman Capital Advisors held 16,646 shares of Intel worth $886K as of Q3 2021.
  • Berman Capital Advisors bought 5,523 Intel shares in Q3 2021, an estimated $299K.
  • Intel made up 0.14% of Berman Capital Advisors's portfolio in Q3 2021, its #81 holding.
  • Berman Capital Advisors first reported a position in Intel in Q4 2017 and has held it in 16 quarters since.
  • 2,638 funds tracked by Wall St. Rank held Intel as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.