Charter Research & Investment Group’s Intel INTC Stock Holding History

Charter Research & Investment Group’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
2024 Q2	–	Sell	-4,687	Closed	-$207K	–	83
2024 Q1	$207K	Hold	4,687	–	–	0.16%	83
2023 Q4	$236K	Buy	+4,687	New	+$190K	0.2%	72
2022 Q3	–	Sell	-5,495	Closed	-$206K	–	75
2022 Q2	$206K	Hold	5,495	–	–	0.19%	74
2022 Q1	$272K	Hold	5,495	–	–	0.22%	71
2021 Q4	$283K	Hold	5,495	–	–	0.22%	71
2021 Q3	$293K	Hold	5,495	–	–	0.24%	69
2021 Q2	$309K	Hold	5,495	–	–	0.26%	68
2021 Q1	$352K	Hold	5,495	–	–	0.31%	66
2020 Q4	$274K	Buy	5,495 +1,600	+41%	+$78.1K	0.26%	69
2020 Q3	$202K	Sell	3,895 -2,700	-41%	-$140K	0.22%	74
2020 Q2	$395K	Buy	6,595 +800	+14%	+$47.8K	0.46%	55
2020 Q1	$314K	Hold	5,795	–	–	0.41%	56
2019 Q4	$347K	Buy	5,795 +650	+13%	+$36.4K	0.35%	63
2019 Q3	$265K	Hold	5,145	–	–	0.29%	71
2019 Q2	$246K	Hold	5,145	–	–	0.27%	72
2019 Q1	$276K	Hold	5,145	–	–	0.31%	67
2018 Q4	$241K	Hold	5,145	–	–	0.3%	68
2018 Q3	$243K	Hold	5,145	–	–	0.27%	69
2018 Q2	$256K	Hold	5,145	–	–	0.29%	65
2018 Q1	$268K	Sell	5,145 -192	-4%	-$9.12K	0.32%	62
2017 Q4	$246K	Buy	+5,337	New	+$233K	0.28%	65
2016 Q3	$228K	Buy	+6,049	New	+$214K	0.27%	67
2016 Q1	–	Sell	-6,049	Closed	-$208K	–	72
2015 Q4	$208K	Buy	+6,049	New	+$204K	0.24%	70
2015 Q1	–	Sell	-6,049	Closed	-$220K	–	74
2014 Q4	$220K	Buy	+6,049	New	+$210K	0.24%	68

Other funds holding INTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charter Research & Investment Group's INTC Position: Q2 2024 in Review

Charter Research & Investment Group sold out of Intel (INTC) in Q2 2024, closing a stake of 4,687 shares — an estimated $207K sold.

Charter Research & Investment Group first reported a position in INTC in Q4 2014 and held it in 24 quarters. The position peaked at $395K in Q2 2020. 2,427 funds tracked by Wall St. Rank hold INTC as of Q2 2024.

Charter Research & Investment Group reported no remaining Intel position as of Q2 2024 after selling out during the quarter.
Charter Research & Investment Group sold 4,687 Intel shares in Q2 2024, an estimated $207K.
Charter Research & Investment Group first reported a position in Intel in Q4 2014 and held it in 24 quarters.
Charter Research & Investment Group's Intel position peaked at $395K in Q2 2020.
2,427 funds tracked by Wall St. Rank held Intel as of Q2 2024.

Based on Charter Research & Investment Group's 13F filing for Q2 2024, filed 14 Aug 2024.