Epstein & White Financial’s Intel INTC Stock Holding History

Epstein & White Financial’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 Q2	$255K	Buy	4,531 +127	+3%	+$7.45K	0.07%	77
2021 Q1	$282K	Sell	4,404 -146	-3%	-$8.7K	0.08%	61
2020 Q4	$226K	Buy	4,550 +166	+4%	+$8.11K	0.07%	74
2020 Q3	$226K	Buy	4,384 +86	+2%	+$4.47K	0.08%	66
2020 Q2	$256K	Sell	4,298 -96	-2%	-$5.74K	0.1%	61
2020 Q1	$238K	Buy	4,394 +339	+8%	+$20.1K	0.1%	61
2019 Q4	$242K	Buy	4,055 +25	+0.6%	+$1.4K	0.11%	65
2019 Q3	$206K	Buy	+4,030	New	+$198K	0.1%	69
2019 Q2	–	Sell	-4,134	Closed	-$221K	–	84
2019 Q1	$221K	Sell	4,134 -499	-11%	-$25.3K	0.13%	72
2018 Q4	$217K	Buy	+4,633	New	+$217K	0.14%	70
2018 Q3	–	Sell	-4,476	Closed	-$222K	–	98
2018 Q2	$222K	Sell	4,476 -1,831	-29%	-$97.2K	0.16%	96
2018 Q1	$328K	Buy	6,307 +265	+4%	+$12.6K	0.21%	76
2017 Q4	$262K	Buy	+6,042	New	+$264K	0.15%	88

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Epstein & White Financial's INTC Position: Q2 2021 in Review

Epstein & White Financial increased its Intel (INTC) stake by 2.9% in Q2 2021, buying an estimated $7.45K and bringing the position to 4,531 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #77.

Epstein & White Financial first reported a position in INTC in Q4 2017 and has held it in 13 quarters since. The position peaked at $328K in Q1 2018. 2,672 funds tracked by Wall St. Rank hold INTC as of Q2 2021.

Epstein & White Financial held 4,531 shares of Intel worth $255K as of Q2 2021.
Epstein & White Financial bought 127 Intel shares in Q2 2021, an estimated $7.45K.
Intel made up 0.07% of Epstein & White Financial's portfolio in Q2 2021, its #77 holding.
Epstein & White Financial first reported a position in Intel in Q4 2017 and has held it in 13 quarters since.
Epstein & White Financial's Intel position peaked at $328K in Q1 2018.
2,672 funds tracked by Wall St. Rank held Intel as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.