Disciplined Investments’s Wolfspeed WOLF Stock Holding History

Disciplined Investments’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	-9	Closed	-$585	–	1731
2023 Q1	$585	Sell	9 -3	-25%	-$219	﹤0.01%	1179
2022 Q4	$828	Sell	12 -2	-14%	-$177	﹤0.01%	985
2022 Q3	$1K	Buy	+14	New	+$1.34K	﹤0.01%	1138
2022 Q2	–	Sell	-10	Closed	-$1K	–	1662
2022 Q1	$1K	Buy	+10	New	+$1.01K	﹤0.01%	1240
2020 Q3	–	Sell	-345	Closed	-$20K	–	449
2020 Q2	$20K	Hold	345	–	–	0.02%	224
2020 Q1	$12K	Hold	345	–	–	0.01%	264
2019 Q4	$16K	Buy	+345	New	+$16.1K	0.01%	262

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Disciplined Investments's WOLF Position: Q2 2023 in Review

Disciplined Investments sold out of Wolfspeed (WOLF) in Q2 2023, closing a stake of 9 shares — an estimated $585 sold.

Disciplined Investments first reported a position in WOLF in Q4 2019 and held it in 7 quarters. The position peaked at $20K in Q2 2020. 439 funds tracked by Wall St. Rank hold WOLF as of Q2 2023.

Disciplined Investments reported no remaining Wolfspeed position as of Q2 2023 after selling out during the quarter.
Disciplined Investments sold 9 Wolfspeed shares in Q2 2023, an estimated $585.
Disciplined Investments first reported a position in Wolfspeed in Q4 2019 and held it in 7 quarters.
Disciplined Investments's Wolfspeed position peaked at $20K in Q2 2020.
439 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.