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 $5.7T AUM 30.48% 1-Year Est. Return

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

Capital International Investors

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

Geode Capital Management

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

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

Dimensional Fund Advisors

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

Primecap Management

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