Kovitz Investment Group Partners’s Wolfspeed WOLF Stock Holding History

Kovitz Investment Group 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 Q1	–	Sell	-10,170	Closed	-$1.08M	–	467
2021 Q4	$1.08M	Buy	10,170 +5,770	+131%	+$643K	0.03%	267
2021 Q3	$355K	Hold	4,400	–	–	0.01%	376
2021 Q2	$431K	Sell	4,400 -500	-10%	-$50.4K	0.01%	368
2021 Q1	$530K	Sell	4,900 -5,270	-52%	-$592K	0.01%	338
2020 Q4	$1.08M	Hold	10,170	–	–	0.03%	262
2020 Q3	$648K	Hold	10,170	–	–	0.02%	303
2020 Q2	$602K	Sell	10,170 -3,600	-26%	-$173K	0.02%	294
2020 Q1	$488K	Buy	13,770 +3,900	+40%	+$175K	0.02%	298
2019 Q4	$456K	Buy	9,870 +365	+4%	+$17K	0.01%	323
2019 Q3	$466K	Sell	9,505 -650	-6%	-$35.3K	0.01%	322
2019 Q2	$571K	Sell	10,155 -4,525	-31%	-$276K	0.02%	303
2019 Q1	$840K	Buy	14,680 +305	+2%	+$15.6K	0.03%	290
2018 Q4	$615K	Sell	14,375 -300	-2%	-$12.2K	0.02%	218
2018 Q3	$556K	Sell	14,675 -5,050	-26%	-$229K	0.03%	111
2018 Q2	$820K	Sell	19,725 -13,000	-40%	-$569K	0.04%	99
2018 Q1	$1.32M	Buy	32,725 +225	+0.7%	+$8.48K	0.06%	79
2017 Q4	$1.21K	Sell	32,500 -9,950	-23%	-$343K	0.05%	83
2017 Q3	$1.2M	Sell	42,450 -4,200	-9%	-$104K	0.06%	83
2017 Q2	$1.15M	Buy	+46,650	New	+$1.12M	0.06%	82

Other funds holding WOLF

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Kovitz Investment Group Partners's WOLF Position: Q1 2022 in Review

Kovitz Investment Group Partners sold out of Wolfspeed (WOLF) in Q1 2022, closing a stake of 10,170 shares — an estimated $1.08M sold.

Kovitz Investment Group Partners first reported a position in WOLF in Q2 2017 and held it in 19 quarters. The position peaked at $1.32M in Q1 2018. 441 funds tracked by Wall St. Rank hold WOLF as of Q1 2022.

Kovitz Investment Group Partners reported no remaining Wolfspeed position as of Q1 2022 after selling out during the quarter.
Kovitz Investment Group Partners sold 10,170 Wolfspeed shares in Q1 2022, an estimated $1.08M.
Kovitz Investment Group Partners first reported a position in Wolfspeed in Q2 2017 and held it in 19 quarters.
Kovitz Investment Group Partners's Wolfspeed position peaked at $1.32M in Q1 2018.
441 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2022, filed 22 Apr 2022.