American Trust’s Wolfspeed WOLF Stock Holding History

American Trust’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
2025 Q1	–	Sell	-10,236	Closed	-$68.2K	–	313
2024 Q4	$68.2K	Buy	+10,236	New	+$104K	0.01%	313
2024 Q1	–	Sell	-6,602	Closed	-$287K	–	322
2023 Q4	$287K	Sell	6,602 -366	-5%	-$13.3K	0.02%	215
2023 Q3	$265K	Sell	6,968 -1,840	-21%	-$96.3K	0.02%	226
2023 Q2	$490K	Buy	8,808 +909	+12%	+$46.3K	0.03%	223
2023 Q1	$513K	Buy	7,899 +830	+12%	+$60.6K	0.04%	208
2022 Q4	$488K	Sell	7,069 -172	-2%	-$15.2K	0.05%	217
2022 Q3	$748K	Sell	7,241 -32	-0.4%	-$3.06K	0.06%	145
2022 Q2	$461K	Sell	7,273 -423	-5%	-$35.2K	0.04%	228
2022 Q1	$876K	Sell	7,696 -530	-6%	-$53.4K	0.06%	163
2021 Q4	$919K	Buy	+8,226	New	+$917K	0.07%	111

Other funds holding WOLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management

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

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

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