Surevest’s Intel INTC Stock Holding History

Surevest’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
2022 Q3	$117K	Sell	4,531 -80	-2%	-$2.73K	0.03%	156
2022 Q2	$172K	Buy	4,611 +25	+0.5%	+$1.08K	0.05%	142
2022 Q1	$227K	Hold	4,586	–	–	0.05%	130
2021 Q4	$236K	Hold	4,586	–	–	0.06%	112
2021 Q3	$244K	Hold	4,586	–	–	0.06%	102
2021 Q2	$257K	Sell	4,586 -19	-0.4%	-$1.11K	0.07%	94
2021 Q1	$295K	Sell	4,605 -11	-0.2%	-$656	0.09%	86
2020 Q4	$230K	Hold	4,616	–	–	0.08%	85
2020 Q3	$239K	Hold	4,616	–	–	0.09%	78
2020 Q2	$276K	Buy	+4,616	New	+$276K	0.12%	78

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Surevest's INTC Position: Q3 2022 in Review

Surevest reduced its Intel (INTC) stake by 1.7% in Q3 2022, selling an estimated $2.73K and leaving 4,531 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #156.

Surevest first reported a position in INTC in Q2 2020 and has held it in 10 quarters since. The position peaked at $295K in Q1 2021. 2,455 funds tracked by Wall St. Rank hold INTC as of Q3 2022.

Surevest held 4,531 shares of Intel worth $117K as of Q3 2022.
Surevest sold 80 Intel shares in Q3 2022, an estimated $2.73K.
Intel made up 0.03% of Surevest's portfolio in Q3 2022, its #156 holding.
Surevest first reported a position in Intel in Q2 2020 and has held it in 10 quarters since.
Surevest's Intel position peaked at $295K in Q1 2021.
2,455 funds tracked by Wall St. Rank held Intel as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.