Great Diamond Partners’s Wolfspeed WOLF Stock Holding History

Great Diamond 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	-2,149	Closed	-$222K	–	228
2022 Q3	$222K	Buy	+2,149	New	+$206K	0.08%	186
2022 Q2	–	Sell	-2,137	Closed	-$243K	–	230
2022 Q1	$243K	Buy	2,137 +41	+2%	+$4.13K	0.07%	196
2021 Q4	$234K	Buy	+2,096	New	+$234K	0.06%	196
2021 Q3	–	Sell	-2,046	Closed	-$200K	–	212
2021 Q2	$200K	Sell	2,046 -29	-1%	-$2.92K	0.06%	195
2021 Q1	$224K	Buy	2,075 +108	+5%	+$12.1K	0.07%	184
2020 Q4	$208K	Buy	+1,967	New	+$158K	0.07%	174

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Great Diamond Partners's WOLF Position: Q4 2022 in Review

Great Diamond Partners sold out of Wolfspeed (WOLF) in Q4 2022, closing a stake of 2,149 shares — an estimated $222K sold.

Great Diamond Partners first reported a position in WOLF in Q4 2020 and held it in 6 quarters. The position peaked at $243K in Q1 2022. 496 funds tracked by Wall St. Rank hold WOLF as of Q4 2022.

Great Diamond Partners reported no remaining Wolfspeed position as of Q4 2022 after selling out during the quarter.
Great Diamond Partners sold 2,149 Wolfspeed shares in Q4 2022, an estimated $222K.
Great Diamond Partners first reported a position in Wolfspeed in Q4 2020 and held it in 6 quarters.
Great Diamond Partners's Wolfspeed position peaked at $243K in Q1 2022.
496 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2022.

Based on Great Diamond Partners's 13F filing for Q4 2022, filed 1 Feb 2023.