James Investment Research’s Wolfspeed WOLF Stock Holding History

James Investment Research’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	-196	Closed	-$20K	–	614
2022 Q3	$20K	Buy	+196	New	+$18.8K	﹤0.01%	441
2022 Q1	–	Sell	-183	Closed	-$20K	–	552
2021 Q4	$20K	Buy	+183	New	+$20.4K	﹤0.01%	438
2020 Q1	–	Sell	-2,175	Closed	-$100K	–	544
2019 Q4	$100K	Hold	2,175	–	–	0.01%	327
2019 Q3	$107K	Hold	2,175	–	–	0.01%	353
2019 Q2	$122K	Buy	2,175 +1,605	+282%	+$98.1K	0.01%	420
2019 Q1	$33K	Buy	+570	New	+$29.2K	﹤0.01%	675

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

James Investment Research's WOLF Position: Q4 2022 in Review

James Investment Research sold out of Wolfspeed (WOLF) in Q4 2022, closing a stake of 196 shares — an estimated $20K sold.

James Investment Research first reported a position in WOLF in Q1 2019 and held it in 6 quarters. The position peaked at $122K in Q2 2019. 496 funds tracked by Wall St. Rank hold WOLF as of Q4 2022.

James Investment Research reported no remaining Wolfspeed position as of Q4 2022 after selling out during the quarter.
James Investment Research sold 196 Wolfspeed shares in Q4 2022, an estimated $20K.
James Investment Research first reported a position in Wolfspeed in Q1 2019 and held it in 6 quarters.
James Investment Research's Wolfspeed position peaked at $122K in Q2 2019.
496 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2022.

Based on James Investment Research's 13F filing for Q4 2022, filed 30 Jan 2023.