Kaizen Advisory’s Intel INTC Stock Holding History

Kaizen Advisory’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
2018 Q4	$579K	Buy	12,338 +409	+3%	+$19.1K	0.4%	101
2018 Q3	$564K	Hold	11,929	–	–	0.29%	118
2018 Q2	$593K	Buy	11,929 +7,440	+166%	+$395K	0.3%	111
2018 Q1	$234K	Sell	4,489 -29,365	-87%	-$1.4M	0.23%	88
2017 Q4	$863K	Buy	+33,854	New	+$1.48M	0.52%	89

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaizen Advisory's INTC Position: Q4 2018 in Review

Kaizen Advisory increased its Intel (INTC) stake by 3.4% in Q4 2018, buying an estimated $19.1K and bringing the position to 12,338 shares worth $579K. The position accounts for 0.4% of the portfolio, ranked #101.

Kaizen Advisory first reported a position in INTC in Q4 2017 and has held it in 5 quarters since. The position peaked at $863K in Q4 2017. 2,375 funds tracked by Wall St. Rank hold INTC as of Q4 2018.

Kaizen Advisory held 12,338 shares of Intel worth $579K as of Q4 2018.
Kaizen Advisory bought 409 Intel shares in Q4 2018, an estimated $19.1K.
Intel made up 0.4% of Kaizen Advisory's portfolio in Q4 2018, its #101 holding.
Kaizen Advisory first reported a position in Intel in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Intel position peaked at $863K in Q4 2017.
2,375 funds tracked by Wall St. Rank held Intel as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.