Aquila Investment Management’s Wolfspeed WOLF Stock Holding History

Aquila Investment 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
2023 Q2	–	Sell	-4,000	Closed	-$260K	–	96
2023 Q1	$260K	Sell	4,000 -10,000	-71%	-$731K	0.21%	87
2022 Q4	$967K	Sell	14,000 -1,000	-7%	-$88.6K	0.75%	64
2022 Q3	$1.55M	Sell	15,000 -7,000	-32%	-$670K	1.16%	35
2022 Q2	$1.4M	Sell	22,000 -28,000	-56%	-$2.33M	0.99%	48
2022 Q1	$5.69M	Hold	50,000	–	–	3.23%	4
2021 Q4	$5.59M	Buy	+50,000	New	+$5.57M	2.7%	2

Other funds holding WOLF

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Aquila Investment Management's WOLF Position: Q2 2023 in Review

Aquila Investment Management sold out of Wolfspeed (WOLF) in Q2 2023, closing a stake of 4,000 shares — an estimated $260K sold.

Aquila Investment Management first reported a position in WOLF in Q4 2021 and held it in 6 quarters. The position peaked at $5.69M in Q1 2022. 439 funds tracked by Wall St. Rank hold WOLF as of Q2 2023.

Aquila Investment Management reported no remaining Wolfspeed position as of Q2 2023 after selling out during the quarter.
Aquila Investment Management sold 4,000 Wolfspeed shares in Q2 2023, an estimated $260K.
Aquila Investment Management first reported a position in Wolfspeed in Q4 2021 and held it in 6 quarters.
Aquila Investment Management's Wolfspeed position peaked at $5.69M in Q1 2022.
439 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2023.

Based on Aquila Investment Management's 13F filing for Q2 2023, filed 24 Jul 2023.