Lee Financial Group Hawaii’s Intel INTC Stock Holding History

Lee Financial Group Hawaii’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	–	Sell	-3,360	Closed	-$215K	–	38
2021 Q1	$215K	Sell	3,360 -16,899	-83%	-$1.01M	0.18%	27
2020 Q4	$1.01M	Sell	20,259 -2,860	-12%	-$140K	0.85%	21
2020 Q3	$1.2M	Sell	23,119 -2,133	-8%	-$111K	0.99%	22
2020 Q2	$1.51M	Sell	25,252 -889	-3%	-$53.2K	1.3%	18
2020 Q1	$1.42M	Sell	26,141 -857	-3%	-$50.7K	1.62%	15
2019 Q4	$1.62M	Sell	26,998 -366	-1%	-$20.5K	1.28%	21
2019 Q3	$1.41M	Buy	27,364 +526	+2%	+$25.9K	1.26%	21
2019 Q2	$1.28M	Sell	26,838 -51	-0.2%	-$2.53K	1.1%	23
2019 Q1	$1.44M	Sell	26,889 -2,584	-9%	-$131K	1.34%	16
2018 Q4	$1.38M	Buy	29,473 +1,734	+6%	+$81.2K	1.49%	19
2018 Q3	$1.31M	Sell	27,739 -1,933	-7%	-$94.1K	1.17%	24
2018 Q2	$1.48M	Sell	29,672 -1,479	-5%	-$78.5K	1.37%	23
2018 Q1	$1.62M	Sell	31,151 -575	-2%	-$27.3K	1.56%	22
2017 Q4	$1.46M	Buy	+31,726	New	+$1.38M	1.36%	25

Other funds holding INTC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Lee Financial Group Hawaii's INTC Position: Q2 2021 in Review

Lee Financial Group Hawaii sold out of Intel (INTC) in Q2 2021, closing a stake of 3,360 shares — an estimated $215K sold.

Lee Financial Group Hawaii first reported a position in INTC in Q4 2017 and held it in 14 quarters. The position peaked at $1.62M in Q1 2018. 2,673 funds tracked by Wall St. Rank hold INTC as of Q2 2021.

Lee Financial Group Hawaii reported no remaining Intel position as of Q2 2021 after selling out during the quarter.
Lee Financial Group Hawaii sold 3,360 Intel shares in Q2 2021, an estimated $215K.
Lee Financial Group Hawaii first reported a position in Intel in Q4 2017 and held it in 14 quarters.
Lee Financial Group Hawaii's Intel position peaked at $1.62M in Q1 2018.
2,673 funds tracked by Wall St. Rank held Intel as of Q2 2021.

Based on Lee Financial Group Hawaii's 13F filing for Q2 2021, filed 9 Aug 2021.