LifePlan Financial Group’s Intel INTC Stock Holding History

LifePlan Financial Group’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 Q3	$124K	Sell	2,401 -305	-11%	-$15.9K	0.05%	169
2020 Q2	$162K	Hold	2,706	–	–	0.07%	143
2020 Q1	$146K	Hold	2,706	–	–	0.08%	135
2019 Q4	$162K	Buy	2,706 +305	+13%	+$17.1K	0.07%	146
2019 Q3	$124K	Hold	2,401	–	–	0.06%	162
2019 Q2	$115K	Sell	2,401 -25	-1%	-$1.24K	0.06%	167
2019 Q1	$130K	Hold	2,426	–	–	0.07%	160
2018 Q4	$114K	Hold	2,426	–	–	0.07%	161
2018 Q3	$115K	Hold	2,426	–	–	0.06%	169
2018 Q2	$121K	Buy	2,426 +100	+4%	+$5.31K	0.07%	161
2018 Q1	$121K	Buy	+2,326	New	+$111K	0.07%	148
2014 Q2	–	Sell	-2,318	Closed	-$60K	–	133
2014 Q1	$60K	Buy	2,318 +1,113	+92%	+$27.8K	0.05%	111
2013 Q4	$31K	Hold	1,205	–	–	0.02%	120
2013 Q3	$28K	Sell	1,205 -160	-12%	-$3.69K	0.02%	118
2013 Q2	$33K	Buy	+1,365	New	+$32.2K	0.04%	84

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 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

LifePlan Financial Group's INTC Position: Q3 2020 in Review

LifePlan Financial Group reduced its Intel (INTC) stake by 11% in Q3 2020, selling an estimated $15.9K and leaving 2,401 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #169.

LifePlan Financial Group first reported a position in INTC in Q2 2013 and has held it in 15 quarters since. The position peaked at $162K in Q2 2020. 2,506 funds tracked by Wall St. Rank hold INTC as of Q3 2020.

LifePlan Financial Group held 2,401 shares of Intel worth $124K as of Q3 2020.
LifePlan Financial Group sold 305 Intel shares in Q3 2020, an estimated $15.9K.
Intel made up 0.05% of LifePlan Financial Group's portfolio in Q3 2020, its #169 holding.
LifePlan Financial Group first reported a position in Intel in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Intel position peaked at $162K in Q2 2020.
2,506 funds tracked by Wall St. Rank held Intel as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.