Berkshire Capital Holdings’s Wolfspeed WOLF Stock Holding History

Berkshire Capital Holdings’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 Q4	–	Sell	-10	Closed	-$381	–	90
2023 Q3	$381	Hold	10	–	–	﹤0.01%	68
2023 Q2	$556	Hold	10	–	–	﹤0.01%	65
2023 Q1	$650	Hold	10	–	–	﹤0.01%	64
2022 Q4	$690	Hold	10	–	–	﹤0.01%	57
2022 Q3	$1K	Sell	10 -121,100	-100%	-$11.6M	﹤0.01%	66
2022 Q2	$7.68M	Buy	121,110 +57,270	+90%	+$4.76M	2.95%	17
2022 Q1	$7.27M	Buy	63,840 +63,830	+638,300%	+$6.43M	1.48%	24
2021 Q4	$1K	Buy	+10	New	+$1.11K	﹤0.01%	74

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Berkshire Capital Holdings's WOLF Position: Q4 2023 in Review

Berkshire Capital Holdings sold out of Wolfspeed (WOLF) in Q4 2023, closing a stake of 10 shares — an estimated $381 sold.

Berkshire Capital Holdings first reported a position in WOLF in Q4 2021 and held it in 8 quarters. The position peaked at $7.68M in Q2 2022. 403 funds tracked by Wall St. Rank hold WOLF as of Q4 2023.

Berkshire Capital Holdings reported no remaining Wolfspeed position as of Q4 2023 after selling out during the quarter.
Berkshire Capital Holdings sold 10 Wolfspeed shares in Q4 2023, an estimated $381.
Berkshire Capital Holdings first reported a position in Wolfspeed in Q4 2021 and held it in 8 quarters.
Berkshire Capital Holdings's Wolfspeed position peaked at $7.68M in Q2 2022.
403 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2023.

Based on Berkshire Capital Holdings's 13F filing for Q4 2023, filed 14 Feb 2024.