Gitterman Wealth Management’s Intel INTC Stock Holding History

Gitterman Wealth Management’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
2023 Q4	–	Sell	-5,657	Closed	-$201K	–	100
2023 Q3	$201K	Sell	5,657 -1,288	-19%	-$44.9K	0.1%	71
2023 Q2	$232K	Sell	6,945 -12	-0.2%	-$377	0.11%	65
2023 Q1	$227K	Buy	+6,957	New	+$197K	0.11%	64
2022 Q3	–	Sell	-6,765	Closed	-$253K	–	83
2022 Q2	$253K	Hold	6,765	–	–	0.24%	47
2022 Q1	$335K	Hold	6,765	–	–	0.27%	45
2021 Q4	$348K	Buy	6,765 +900	+15%	+$46K	0.26%	51
2021 Q3	$312K	Hold	5,865	–	–	0.25%	42
2021 Q2	$329K	Hold	5,865	–	–	0.27%	37
2021 Q1	$375K	Buy	+5,865	New	+$350K	0.24%	33

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Gitterman Wealth Management's INTC Position: Q4 2023 in Review

Gitterman Wealth Management sold out of Intel (INTC) in Q4 2023, closing a stake of 5,657 shares — an estimated $201K sold.

Gitterman Wealth Management first reported a position in INTC in Q1 2021 and held it in 9 quarters. The position peaked at $375K in Q1 2021. 2,802 funds tracked by Wall St. Rank hold INTC as of Q4 2023.

Gitterman Wealth Management reported no remaining Intel position as of Q4 2023 after selling out during the quarter.
Gitterman Wealth Management sold 5,657 Intel shares in Q4 2023, an estimated $201K.
Gitterman Wealth Management first reported a position in Intel in Q1 2021 and held it in 9 quarters.
Gitterman Wealth Management's Intel position peaked at $375K in Q1 2021.
2,802 funds tracked by Wall St. Rank held Intel as of Q4 2023.

Based on Gitterman Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.