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Sugarloaf Wealth Management’s Intel INTC Stock Holding History

Sugarloaf Wealth 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
Q4 		$130K Sell
6,505
-200
-3% -$4.51K 0.02% 212
2024
Q3 		$157K Sell
6,705
-139
-2% -$3.47K 0.03% 200
2024
Q2 		$212K Sell
6,844
-199
-3% -$6.52K 0.04% 137
2024
Q1 		$311K Sell
7,043
-84
-1% -$3.74K 0.06% 111
2023
Q4 		$358K Sell
7,127
-84
-1% -$3.41K 0.09% 98
2023
Q3 		$256K Hold
7,211
– – 0.06% 106
2023
Q2 		$241K Sell
7,211
-948
-12% -$29.8K 0.06% 109
2023
Q1 		$267K Sell
8,159
-9
-0.1% -$255 0.07% 108
2022
Q4 		$216K Sell
8,168
-23
-0.3% -$639 0.05% 121
2022
Q3 		$212K Buy
8,191
+337
+4% +$11.5K 0.05% 113
2022
Q2 		$294K Buy
7,854
+5
+0.1% +$216 0.07% 97
2022
Q1 		$389K Sell
7,849
-395
-5% -$19.6K 0.09% 82
2021
Q4 		$425K Buy
8,244
+404
+5% +$20.7K 0.1% 79
2021
Q3 		$418K Sell
7,840
-744
-9% -$40.3K 0.11% 76
2021
Q2 		$482K Sell
8,584
-702
-8% -$41.2K 0.13% 72
2021
Q1 		$586 Buy
9,286
+1,559
+20% +$92.9K 0.18% 61
2020
Q4 		$385K Buy
7,727
+196
+3% +$9.57K 0.13% 75
2020
Q3 		$390K Sell
7,531
-1,102
-13% -$57.3K 0.14% 73
2020
Q2 		$517K Sell
8,633
-13,135
-60% -$785K 0.2% 64
2020
Q1 		$1.18M Buy
21,768
+2,471
+13% +$146K 0.53% 26
2019
Q4 		$1.16M Buy
+19,297
New +$1.08M 0.49% 36

Other funds holding INTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's INTC Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Intel (INTC) stake by 3% in Q4 2024, selling an estimated $4.51K and leaving 6,505 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #212.

Sugarloaf Wealth Management first reported a position in INTC in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.18M in Q1 2020. 2,030 funds tracked by Wall St. Rank hold INTC as of Q4 2024.

  • Sugarloaf Wealth Management held 6,505 shares of Intel worth $130K as of Q4 2024.
  • Sugarloaf Wealth Management sold 200 Intel shares in Q4 2024, an estimated $4.51K.
  • Intel made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #212 holding.
  • Sugarloaf Wealth Management first reported a position in Intel in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Intel position peaked at $1.18M in Q1 2020.
  • 2,030 funds tracked by Wall St. Rank held Intel as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.