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Willner & Heller’s Intel INTC Stock Holding History

Willner & Heller’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
Q4 		$272K Sell
10,274
-403
-4% -$11.2K 0.39% 100
2022
Q3 		$275K Buy
10,677
+1,738
+19% +$59.3K 0.44% 86
2022
Q2 		$334K Sell
8,939
-2,491
-22% -$108K 0.52% 67
2022
Q1 		$589K Sell
11,430
-426
-4% -$21.1K 0.72% 47
2021
Q4 		$632K Buy
+11,856
New +$606K 0.84% 38

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Willner & Heller's INTC Position: Q4 2022 in Review

Willner & Heller reduced its Intel (INTC) stake by 3.8% in Q4 2022, selling an estimated $11.2K and leaving 10,274 shares worth $272K. The position accounts for 0.39% of the portfolio, ranked #100.

Willner & Heller first reported a position in INTC in Q4 2021 and has held it in 5 quarters since. The position peaked at $632K in Q4 2021. 2,480 funds tracked by Wall St. Rank hold INTC as of Q4 2022.

  • Willner & Heller held 10,274 shares of Intel worth $272K as of Q4 2022.
  • Willner & Heller sold 403 Intel shares in Q4 2022, an estimated $11.2K.
  • Intel made up 0.39% of Willner & Heller's portfolio in Q4 2022, its #100 holding.
  • Willner & Heller first reported a position in Intel in Q4 2021 and has held it in 5 quarters since.
  • Willner & Heller's Intel position peaked at $632K in Q4 2021.
  • 2,480 funds tracked by Wall St. Rank held Intel as of Q4 2022.

Based on Willner & Heller's 13F filing for Q4 2022, filed 14 Feb 2023.