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Wellesley Investment Partners’s Intel INTC Stock Holding History

Wellesley Investment Partners’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
2020
Q3 		$636K Sell
12,298
-585
-5% -$30.4K 0.22% 46
2020
Q2 		$770K Buy
12,883
+4,633
+56% +$277K 0.27% 40
2020
Q1 		$446K Buy
8,250
+86
+1% +$5.09K 0.18% 60
2019
Q4 		$488K Sell
8,164
-2,400
-23% -$134K 0.15% 74
2019
Q3 		$544K Sell
10,564
-282
-3% -$13.9K 0.18% 68
2019
Q2 		$519K Buy
10,846
+35
+0.3% +$1.74K 0.18% 69
2019
Q1 		$580K Sell
10,811
-198
-2% -$10K 0.2% 73
2018
Q4 		$516K Sell
11,009
-70
-0.6% -$3.28K 0.18% 75
2018
Q3 		$523K Hold
11,079
– – 0.17% 75
2018
Q2 		$550K Buy
11,079
+66
+0.6% +$3.5K 0.19% 75
2018
Q1 		$573K Buy
11,013
+1,010
+10% +$48K 0.21% 77
2017
Q4 		$461K Buy
10,003
+150
+2% +$6.55K 0.17% 79
2017
Q3 		$375K Buy
9,853
+400
+4% +$14.2K 0.15% 84
2017
Q2 		$318K Hold
9,453
– – 0.13% 87
2017
Q1 		$340K Hold
9,453
– – 0.15% 85
2016
Q4 		$342K Buy
9,453
+2,329
+33% +$83.4K 0.17% 80
2016
Q3 		$268K Sell
7,124
-610
-8% -$21.6K 0.14% 86
2016
Q2 		$253K Buy
+7,734
New +$242K 0.14% 84

Other funds holding INTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellesley Investment Partners's INTC Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Intel (INTC) stake by 4.5% in Q3 2020, selling an estimated $30.4K and leaving 12,298 shares worth $636K. The position accounts for 0.22% of the portfolio, ranked #46.

Wellesley Investment Partners first reported a position in INTC in Q2 2016 and has held it in 18 quarters since. The position peaked at $770K in Q2 2020. 2,506 funds tracked by Wall St. Rank hold INTC as of Q3 2020.

  • Wellesley Investment Partners held 12,298 shares of Intel worth $636K as of Q3 2020.
  • Wellesley Investment Partners sold 585 Intel shares in Q3 2020, an estimated $30.4K.
  • Intel made up 0.22% of Wellesley Investment Partners's portfolio in Q3 2020, its #46 holding.
  • Wellesley Investment Partners first reported a position in Intel in Q2 2016 and has held it in 18 quarters since.
  • Wellesley Investment Partners's Intel position peaked at $770K in Q2 2020.
  • 2,506 funds tracked by Wall St. Rank held Intel as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.