Okabena Investment Services’s Intel INTC Stock Holding History

Okabena Investment Services’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
2023 Q4	–	Sell	-700	Closed	-$24.9K	–	124
2023 Q3	$24.9K	Hold	700	–	–	0.02%	74
2023 Q2	$23.4K	Sell	700 -38	-5%	-$1.19K	0.02%	86
2023 Q1	$24.1K	Sell	738 -1,162	-61%	-$32.9K	0.02%	81
2022 Q4	$50.2K	Hold	1,900	–	–	0.03%	97
2022 Q3	$49K	Hold	1,900	–	–	0.02%	138
2022 Q2	$71K	Buy	1,900 +1,200	+171%	+$51.9K	0.04%	118
2022 Q1	$35K	Hold	700	–	–	0.01%	154
2021 Q4	$36K	Hold	700	–	–	0.01%	163
2021 Q3	$37K	Hold	700	–	–	0.02%	95
2021 Q2	$39K	Hold	700	–	–	0.02%	89
2021 Q1	$45K	Hold	700	–	–	0.02%	65
2020 Q4	$35K	Hold	700	–	–	0.02%	67
2020 Q3	$36K	Hold	700	–	–	0.03%	68
2020 Q2	$42K	Buy	+700	New	+$41.9K	0.04%	63

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Okabena Investment Services's INTC Position: Q4 2023 in Review

Okabena Investment Services sold out of Intel (INTC) in Q4 2023, closing a stake of 700 shares — an estimated $24.9K sold.

Okabena Investment Services first reported a position in INTC in Q2 2020 and held it in 14 quarters. The position peaked at $71K in Q2 2022. 2,801 funds tracked by Wall St. Rank hold INTC as of Q4 2023.

Okabena Investment Services reported no remaining Intel position as of Q4 2023 after selling out during the quarter.
Okabena Investment Services sold 700 Intel shares in Q4 2023, an estimated $24.9K.
Okabena Investment Services first reported a position in Intel in Q2 2020 and held it in 14 quarters.
Okabena Investment Services's Intel position peaked at $71K in Q2 2022.
2,801 funds tracked by Wall St. Rank held Intel as of Q4 2023.

Based on Okabena Investment Services's 13F filing for Q4 2023, filed 14 Feb 2024.