LWM
INTC icon

Lenox Wealth Management’s Intel INTC Stock Holding History

Lenox 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
2020
Q2 		$142K Hold
2,379
– – 0.04% 174
2020
Q1 		$128K Sell
2,379
-15
-0.6% -$887 0.04% 168
2019
Q4 		$143K Sell
2,394
-328
-12% -$18.4K 0.04% 173
2019
Q3 		$140K Sell
2,722
-150
-5% -$7.38K 0.04% 168
2019
Q2 		$137K Buy
2,872
+233
+9% +$11.6K 0.04% 161
2019
Q1 		$142K Buy
2,639
+400
+18% +$20.3K 0.04% 147
2018
Q4 		$105K Buy
2,239
+289
+15% +$13.5K 0.04% 153
2018
Q3 		$92K Buy
1,950
+157
+9% +$7.64K 0.03% 200
2018
Q2 		$89K Hold
1,793
– – 0.03% 176
2018
Q1 		$93K Buy
1,793
+99
+6% +$4.71K 0.03% 173
2017
Q4 		$78K Sell
1,694
-789
-32% -$34.4K 0.02% 174
2017
Q3 		$94K Buy
2,483
+851
+52% +$30.2K 0.03% 168
2017
Q2 		$55K Sell
1,632
-701
-30% -$25.1K 0.02% 200
2017
Q1 		$84K Sell
2,333
-1,105
-32% -$40K 0.06% 66
2016
Q4 		$125K Sell
3,438
-709
-17% -$25.4K 0.1% 50
2016
Q3 		$157K Sell
4,147
-19
-0.5% -$673 0.12% 39
2016
Q2 		$137K Buy
4,166
+280
+7% +$8.77K 0.1% 44
2016
Q1 		$126K Buy
3,886
+177
+5% +$5.43K 0.09% 49
2015
Q4 		$128K Sell
3,709
-1,255
-25% -$42.4K 0.1% 52
2015
Q3 		$150K Sell
4,964
-223
-4% -$6.45K 0.12% 36
2015
Q2 		$158K Buy
5,187
+231
+5% +$7.47K 0.12% 37
2015
Q1 		$155K Sell
4,956
-508
-9% -$17.1K 0.11% 40
2014
Q4 		$198K Buy
5,464
+159
+3% +$5.53K 0.13% 35
2014
Q3 		$185K Sell
5,305
-895
-14% -$30.3K 0.13% 35
2014
Q2 		$192K Sell
6,200
-194
-3% -$5.32K 0.13% 38
2014
Q1 		$165K Buy
6,394
+146
+2% +$3.65K 0.08% 53
2013
Q4 		$162K Buy
+6,248
New +$151K 0.11% 61

Other funds holding INTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
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

Lenox Wealth Management's INTC Position: Q2 2020 in Review

Lenox Wealth Management held its Intel (INTC) position steady in Q2 2020 at 2,379 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #174.

Lenox Wealth Management first reported a position in INTC in Q4 2013 and has held it in 27 quarters since. The position peaked at $198K in Q4 2014. 2,600 funds tracked by Wall St. Rank hold INTC as of Q2 2020.

  • Lenox Wealth Management held 2,379 shares of Intel worth $142K as of Q2 2020.
  • Lenox Wealth Management left its Intel share count unchanged in Q2 2020.
  • Intel made up 0.04% of Lenox Wealth Management's portfolio in Q2 2020, its #174 holding.
  • Lenox Wealth Management first reported a position in Intel in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Intel position peaked at $198K in Q4 2014.
  • 2,600 funds tracked by Wall St. Rank held Intel as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.