Bailard’s Wolfspeed WOLF Stock Holding History

Bailard’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	-3,893	Closed	-$269K	–	798
2022 Q4	$269K	Buy	+3,893	New	+$345K	0.01%	547
2013 Q4	–	Sell	-4,200	Closed	-$253K	–	246
2013 Q3	$253K	Buy	+4,200	New	+$267K	0.05%	184

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bailard's WOLF Position: Q1 2023 in Review

Bailard sold out of Wolfspeed (WOLF) in Q1 2023, closing a stake of 3,893 shares — an estimated $269K sold.

Bailard first reported a position in WOLF in Q3 2013 and held it in 2 quarters. The position peaked at $269K in Q4 2022. 471 funds tracked by Wall St. Rank hold WOLF as of Q1 2023.

Bailard reported no remaining Wolfspeed position as of Q1 2023 after selling out during the quarter.
Bailard sold 3,893 Wolfspeed shares in Q1 2023, an estimated $269K.
Bailard first reported a position in Wolfspeed in Q3 2013 and held it in 2 quarters.
Bailard's Wolfspeed position peaked at $269K in Q4 2022.
471 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2023.

Based on Bailard's 13F filing for Q1 2023, filed 8 May 2023.