Edgestream Partners’s Wolfspeed WOLF Stock Holding History

Edgestream Partners’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
2022 Q4	–	Sell	-3,202	Closed	-$331K	–	654
2022 Q3	$331K	Sell	3,202 -83,084	-96%	-$7.96M	0.03%	388
2022 Q2	$5.47M	Buy	86,286 +69,948	+428%	+$5.82M	0.43%	59
2022 Q1	$1.86M	Buy	+16,338	New	+$1.65M	0.15%	232
2021 Q4	–	Sell	-37,017	Closed	-$2.99M	–	597
2021 Q3	$2.99M	Buy	37,017 +13,844	+60%	+$1.23M	0.18%	185
2021 Q2	$2.27M	Sell	23,173 -19,092	-45%	-$1.93M	0.13%	207
2021 Q1	$4.57M	Sell	42,265 -4,644	-10%	-$522K	0.26%	151
2020 Q4	$4.97M	Buy	+46,909	New	+$3.77M	0.25%	140
2020 Q2	–	Sell	-8,548	Closed	-$303K	–	336
2020 Q1	$303K	Sell	8,548 -120,910	-93%	-$5.43M	0.03%	272
2019 Q4	$5.97M	Buy	129,458 +19,549	+18%	+$912K	0.31%	101
2019 Q3	$5.39M	Buy	109,909 +52,225	+91%	+$2.84M	0.52%	69
2019 Q2	$3.24M	Buy	57,684 +2,036	+4%	+$124K	0.37%	92
2019 Q1	$3.18M	Buy	55,648 +7,844	+16%	+$402K	0.47%	72
2018 Q4	$2.04M	Buy	47,804 +4,763	+11%	+$193K	0.36%	93
2018 Q3	$1.63M	Buy	+43,041	New	+$1.96M	0.28%	121
2018 Q2	–	Sell	-19,050	Closed	-$768K	–	301
2018 Q1	$768K	Buy	+19,050	New	+$718K	0.15%	158

Other funds holding WOLF

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

Capital Research Global Investors

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

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

Capital International Investors

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

Capital World Investors

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

ClearBridge Investments

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

JP Morgan Chase

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

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