Bourgeon Capital Management’s Wolfspeed WOLF Stock Holding History

Bourgeon 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
2024 Q1	–	Sell	-215	Closed	-$9.36K	–	386
2023 Q4	$9.36K	Hold	215	–	–	﹤0.01%	242
2023 Q3	$8.19K	Hold	215	–	–	﹤0.01%	240
2023 Q2	$12K	Hold	215	–	–	﹤0.01%	241
2023 Q1	$14K	Hold	215	–	–	﹤0.01%	216
2022 Q4	$14.8K	Hold	215	–	–	﹤0.01%	218
2022 Q3	$22K	Hold	215	–	–	0.01%	175
2022 Q2	$14K	Hold	215	–	–	﹤0.01%	206
2022 Q1	$24K	Buy	+215	New	+$21.7K	0.01%	179
2014 Q4	–	Sell	-5,950	Closed	-$244K	–	103
2014 Q3	$244K	Sell	5,950 -1,000	-14%	-$46.2K	0.14%	96
2014 Q2	$347K	Buy	6,950 +1,150	+20%	+$57.2K	0.19%	89
2014 Q1	$328K	Sell	5,800 -9,850	-63%	-$601K	0.21%	81
2013 Q4	$978K	Buy	+15,650	New	+$966K	0.63%	52

Other funds holding WOLF

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

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

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

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

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

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

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

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Bourgeon Capital Management's WOLF Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Wolfspeed (WOLF) in Q1 2024, closing a stake of 215 shares — an estimated $9.36K sold.

Bourgeon Capital Management first reported a position in WOLF in Q4 2013 and held it in 12 quarters. The position peaked at $978K in Q4 2013. 371 funds tracked by Wall St. Rank hold WOLF as of Q1 2024.

Bourgeon Capital Management reported no remaining Wolfspeed position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 215 Wolfspeed shares in Q1 2024, an estimated $9.36K.
Bourgeon Capital Management first reported a position in Wolfspeed in Q4 2013 and held it in 12 quarters.
Bourgeon Capital Management's Wolfspeed position peaked at $978K in Q4 2013.
371 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.