Andor Capital Management’s Wolfspeed WOLF Stock Holding History

Andor Capital Management’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
2014 Q1	–	Sell	-750,000	Closed	-$46.9M	–	37
2013 Q4	$46.9M	Sell	750,000 -250,000	-25%	-$15.4M	2.57%	13
2013 Q3	$60.2M	Buy	1,000,000 +700,000	+233%	+$44.5M	4.47%	5
2013 Q2	$19.1M	Buy	+300,000	New	+$17.6M	2.81%	14

Other funds holding WOLF

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Andor Capital Management's WOLF Position: Q1 2014 in Review

Andor Capital Management sold out of Wolfspeed (WOLF) in Q1 2014, closing a stake of 750,000 shares — an estimated $46.9M sold.

Andor Capital Management first reported a position in WOLF in Q2 2013 and held it in 3 quarters. The position peaked at $60.2M in Q3 2013. 378 funds tracked by Wall St. Rank hold WOLF as of Q1 2014.

Andor Capital Management reported no remaining Wolfspeed position as of Q1 2014 after selling out during the quarter.
Andor Capital Management sold 750,000 Wolfspeed shares in Q1 2014, an estimated $46.9M.
Andor Capital Management first reported a position in Wolfspeed in Q2 2013 and held it in 3 quarters.
Andor Capital Management's Wolfspeed position peaked at $60.2M in Q3 2013.
378 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2014.

Based on Andor Capital Management's 13F filing for Q1 2014, filed 9 May 2014.