Advisory Research’s Wolfspeed WOLF Stock Holding History

Advisory Research’s Portfolio WOLF Stock Details WOLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,638	Closed	-$251K	–	405
2022 Q4	$251K	Sell	3,638 -2,307	-39%	-$205K	0.02%	318
2022 Q3	$614K	Buy	5,945 +2,179	+58%	+$209K	0.06%	215
2022 Q2	$239K	Sell	3,766 -2,677	-42%	-$223K	0.02%	298
2022 Q1	$734K	Sell	6,443 -5,272	-45%	-$531K	0.06%	215
2021 Q4	$1.31M	Buy	11,715 +9,172	+361%	+$1.02M	0.1%	173
2021 Q3	$205K	Hold	2,543	–	–	0.01%	314
2021 Q2	$249K	Sell	2,543 -6,683	-72%	-$674K	0.02%	316
2021 Q1	$998K	Buy	9,226 +1,391	+18%	+$156K	0.07%	207
2020 Q4	$830K	Buy	7,835 +2,804	+56%	+$225K	0.06%	213
2020 Q3	$321K	Sell	5,031 -6,550	-57%	-$424K	0.03%	270
2020 Q2	$685K	Buy	+11,581	New	+$558K	0.06%	212
2019 Q4	–	Sell	-15,052	Closed	-$738K	–	353
2019 Q3	$738K	Sell	15,052 -7,361	-33%	-$400K	0.04%	218
2019 Q2	$1.26M	Sell	22,413 -588	-3%	-$35.9K	0.02%	232
2019 Q1	$1.32M	Buy	23,001 +9,609	+72%	+$493K	0.03%	218
2018 Q4	$573K	Buy	+13,392	New	+$543K	0.01%	283
2018 Q3	–	Sell	-12,298	Closed	-$511K	–	392
2018 Q2	$511K	Buy	+12,298	New	+$538K	0.01%	311

Other funds holding WOLF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Research's WOLF Position: Q1 2023 in Review

Advisory Research sold out of Wolfspeed (WOLF) in Q1 2023, closing a stake of 3,638 shares — an estimated $251K sold.

Advisory Research first reported a position in WOLF in Q2 2018 and held it in 16 quarters. The position peaked at $1.32M in Q1 2019. 473 funds tracked by Wall St. Rank hold WOLF as of Q1 2023.

Advisory Research reported no remaining Wolfspeed position as of Q1 2023 after selling out during the quarter.
Advisory Research sold 3,638 Wolfspeed shares in Q1 2023, an estimated $251K.
Advisory Research first reported a position in Wolfspeed in Q2 2018 and held it in 16 quarters.
Advisory Research's Wolfspeed position peaked at $1.32M in Q1 2019.
473 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.