Morningstar Investment Management’s Intel INTC Stock Holding History

Morningstar Investment 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
2024 Q3	–	Sell	-7,138	Closed	-$221K	–	228
2024 Q2	$221K	Hold	7,138	–	–	0.02%	184
2024 Q1	$315K	Hold	7,138	–	–	0.03%	156
2023 Q4	$359K	Sell	7,138 -847	-11%	-$34.4K	0.04%	143
2023 Q3	$284K	Hold	7,985	–	–	0.04%	131
2023 Q2	$267K	Buy	+7,985	New	+$251K	0.04%	139

Other funds holding INTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morningstar Investment Management's INTC Position: Q3 2024 in Review

Morningstar Investment Management sold out of Intel (INTC) in Q3 2024, closing a stake of 7,138 shares — an estimated $221K sold.

Morningstar Investment Management first reported a position in INTC in Q2 2023 and held it in 5 quarters. The position peaked at $359K in Q4 2023. 2,132 funds tracked by Wall St. Rank hold INTC as of Q3 2024.

Morningstar Investment Management reported no remaining Intel position as of Q3 2024 after selling out during the quarter.
Morningstar Investment Management sold 7,138 Intel shares in Q3 2024, an estimated $221K.
Morningstar Investment Management first reported a position in Intel in Q2 2023 and held it in 5 quarters.
Morningstar Investment Management's Intel position peaked at $359K in Q4 2023.
2,132 funds tracked by Wall St. Rank held Intel as of Q3 2024.

Based on Morningstar Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.