Evercore Wealth Management’s Wolfspeed WOLF Stock Holding History

Evercore Wealth 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
2022 Q2	–	Sell	-2,019	Closed	-$230K	–	433
2022 Q1	$230K	Hold	2,019	–	–	﹤0.01%	399
2021 Q4	$226K	Buy	+2,019	New	+$225K	﹤0.01%	396
2021 Q3	–	Sell	-2,039	Closed	-$200K	–	435
2021 Q2	$200K	Hold	2,039	–	–	﹤0.01%	420
2021 Q1	$220K	Hold	2,039	–	–	﹤0.01%	413
2020 Q4	$216K	Buy	+2,039	New	+$164K	﹤0.01%	402
2016 Q4	–	Sell	-1,500	Closed	-$39K	–	1100
2016 Q3	$39K	Hold	1,500	–	–	﹤0.01%	650
2016 Q2	$37K	Hold	1,500	–	–	﹤0.01%	639
2016 Q1	$44K	Hold	1,500	–	–	﹤0.01%	595
2015 Q4	$40K	Sell	1,500 -200	-12%	-$5.17K	﹤0.01%	636
2015 Q3	$41K	Hold	1,700	–	–	﹤0.01%	617
2015 Q2	$44K	Hold	1,700	–	–	﹤0.01%	662
2015 Q1	$60K	Buy	1,700 +1,500	+750%	+$54.2K	﹤0.01%	605
2014 Q4	$6K	Sell	200 -1,844	-90%	-$60.6K	﹤0.01%	785
2014 Q3	$83K	Hold	2,044	–	–	﹤0.01%	537
2014 Q2	$102K	Hold	2,044	–	–	0.01%	510
2014 Q1	$115K	Hold	2,044	–	–	0.01%	464
2013 Q4	$129K	Hold	2,044	–	–	0.01%	420
2013 Q3	$123K	Buy	2,044 +344	+20%	+$21.9K	0.01%	460
2013 Q2	$109K	Buy	+1,700	New	+$99.5K	0.01%	479

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

Capital International Investors

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital World Investors

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return