Aspiriant LLC’s Wolfspeed WOLF Stock Holding History

Aspiriant LLC’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
2022 Q4	–	Sell	-2,464	Closed	-$255K	–	291
2022 Q3	$255K	Buy	+2,464	New	+$236K	0.01%	225
2022 Q2	–	Sell	-2,478	Closed	-$283K	–	293
2022 Q1	$283K	Buy	2,478 +14	+0.6%	+$1.41K	0.02%	230
2021 Q4	$275K	Buy	+2,464	New	+$275K	0.01%	236
2021 Q3	–	Sell	-2,464	Closed	-$241K	–	245
2021 Q2	$241K	Buy	+2,464	New	+$249K	0.01%	215

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspiriant LLC's WOLF Position: Q4 2022 in Review

Aspiriant LLC sold out of Wolfspeed (WOLF) in Q4 2022, closing a stake of 2,464 shares — an estimated $255K sold.

Aspiriant LLC first reported a position in WOLF in Q2 2021 and held it in 4 quarters. The position peaked at $283K in Q1 2022. 497 funds tracked by Wall St. Rank hold WOLF as of Q4 2022.

Aspiriant LLC reported no remaining Wolfspeed position as of Q4 2022 after selling out during the quarter.
Aspiriant LLC sold 2,464 Wolfspeed shares in Q4 2022, an estimated $255K.
Aspiriant LLC first reported a position in Wolfspeed in Q2 2021 and held it in 4 quarters.
Aspiriant LLC's Wolfspeed position peaked at $283K in Q1 2022.
497 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2022.

Based on Aspiriant LLC's 13F filing for Q4 2022, filed 23 Jan 2023.