Doliver Advisors’s Wolfspeed WOLF Stock Holding History

Doliver Advisors’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
2025 Q1	–	Sell	-11,287	Closed	-$75.2K	–	170
2024 Q4	$75.2K	Sell	11,287 -2,210	-16%	-$22.5K	0.02%	156
2024 Q3	$131K	Sell	13,497 -1,305	-9%	-$19.2K	0.04%	150
2024 Q2	$337K	Sell	14,802 -518	-3%	-$13.4K	0.09%	112
2024 Q1	$452K	Buy	15,320 +1,563	+11%	+$47.1K	0.13%	97
2023 Q4	$599K	Sell	13,757 -234	-2%	-$8.49K	0.18%	78
2023 Q3	$533K	Buy	13,991 +167	+1%	+$8.74K	0.16%	84
2023 Q2	$768K	Buy	13,824 +507	+4%	+$25.8K	0.23%	72
2023 Q1	$865K	Buy	13,317 +1,078	+9%	+$78.8K	0.27%	63
2022 Q4	$845K	Buy	12,239 +162	+1%	+$14.4K	0.28%	63
2022 Q3	$1.25M	Sell	12,077 -1,146	-9%	-$110K	0.46%	32
2022 Q2	$839K	Buy	13,223 +2,467	+23%	+$205K	0.3%	61
2022 Q1	$1.23M	Sell	10,756 -481	-4%	-$48.5K	0.39%	46
2021 Q4	$1.04M	Buy	11,237 +782	+7%	+$87.2K	0.33%	50
2021 Q3	$844K	Buy	10,455 +1,198	+13%	+$106K	0.28%	69
2021 Q2	$907K	Buy	9,257 +1,067	+13%	+$108K	0.3%	58
2021 Q1	$886K	Buy	8,190 +1,456	+22%	+$164K	0.33%	48
2020 Q4	$713K	Sell	6,734 -1,491	-18%	-$120K	0.32%	54
2020 Q3	$524K	Buy	8,225 +2,455	+43%	+$159K	0.27%	69
2020 Q2	$342K	Buy	+5,770	New	+$278K	0.15%	91

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Primecap Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital World Investors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return