Security National Bank’s Intel INTC Stock Holding History

Security National Bank’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	-3,250	Closed	-$101K	–	289
2024 Q2	$101K	Hold	3,250	–	–	0.01%	146
2024 Q1	$144K	Hold	3,250	–	–	0.02%	119
2023 Q4	$163K	Buy	+3,250	New	+$132K	0.04%	116
2023 Q1	–	Sell	-8,281	Closed	-$219K	–	102
2022 Q4	$219K	Buy	+8,281	New	+$230K	0.06%	96
2022 Q3	–	Sell	-7,207	Closed	-$270K	–	103
2022 Q2	$270K	Sell	7,207 -502	-7%	-$21.7K	0.08%	81
2022 Q1	$382K	Hold	7,709	–	–	0.09%	78
2021 Q4	$397K	Sell	7,709 -2,121	-22%	-$108K	0.09%	76
2021 Q3	$524K	Hold	9,830	–	–	0.13%	66
2021 Q2	$552K	Hold	9,830	–	–	0.15%	65
2021 Q1	$629K	Buy	9,830 +5,580	+131%	+$333K	0.19%	61
2020 Q4	$212K	Hold	4,250	–	–	0.07%	70
2020 Q3	$220K	Hold	4,250	–	–	0.08%	67
2020 Q2	$254K	Hold	4,250	–	–	0.1%	61
2020 Q1	$230K	Hold	4,250	–	–	0.12%	63
2019 Q4	$254K	Hold	4,250	–	–	0.11%	70
2019 Q3	$219K	Hold	4,250	–	–	0.1%	71
2019 Q2	$203K	Hold	4,250	–	–	0.1%	71
2019 Q1	$228K	Buy	+4,250	New	+$216K	0.12%	69

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

Security National Bank's INTC Position: Q3 2024 in Review

Security National Bank sold out of Intel (INTC) in Q3 2024, closing a stake of 3,250 shares — an estimated $101K sold.

Security National Bank first reported a position in INTC in Q1 2019 and held it in 18 quarters. The position peaked at $629K in Q1 2021. 2,131 funds tracked by Wall St. Rank hold INTC as of Q3 2024.

Security National Bank reported no remaining Intel position as of Q3 2024 after selling out during the quarter.
Security National Bank sold 3,250 Intel shares in Q3 2024, an estimated $101K.
Security National Bank first reported a position in Intel in Q1 2019 and held it in 18 quarters.
Security National Bank's Intel position peaked at $629K in Q1 2021.
2,131 funds tracked by Wall St. Rank held Intel as of Q3 2024.

Based on Security National Bank's 13F filing for Q3 2024, filed 7 Oct 2024.