Shum Financial Group’s Intel INTC Stock Holding History

Shum 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
2024 Q4	–	Sell	-9,132	Closed	-$213K	–	90
2024 Q3	$213K	Buy	+9,132	New	+$228K	0.18%	88

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shum Financial Group's INTC Position: Q4 2024 in Review

Shum Financial Group sold out of Intel (INTC) in Q4 2024, closing a stake of 9,132 shares — an estimated $213K sold.

Shum Financial Group first reported a position in INTC in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 2,030 funds tracked by Wall St. Rank hold INTC as of Q4 2024.

Shum Financial Group reported no remaining Intel position as of Q4 2024 after selling out during the quarter.
Shum Financial Group sold 9,132 Intel shares in Q4 2024, an estimated $213K.
Shum Financial Group first reported a position in Intel in Q3 2024 and held it in 1 quarter.
Shum Financial Group's Intel position peaked at $213K in Q3 2024.
2,030 funds tracked by Wall St. Rank held Intel as of Q4 2024.

Based on Shum Financial Group's 13F filing for Q4 2024, filed 22 Jan 2025.