LJHT
WOLF icon

Laurie J. Hall Trustee’s Wolfspeed WOLF Stock Holding History

Laurie J. Hall Trustee’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
2017
Q1 		– Sell
-6,373
Closed -$174K – 307
2016
Q4 		$174K Buy
+6,373
New +$159K 0.11% 100
2016
Q2 		$163K Sell
6,473
-400
-6% -$9.72K 0.11% 100
2016
Q1 		$169K Hold
6,873
– – 0.11% 98
2015
Q4 		$211K Buy
+6,873
New +$178K 0.15% 87
2015
Q2 		– Sell
-6,873
Closed -$244K – 88
2015
Q1 		$244K Hold
6,873
– – 0.18% 83
2014
Q4 		$221K Hold
6,873
– – 0.16% 85
2014
Q3 		$281K Hold
6,873
– – 0.21% 75
2014
Q2 		$344K Buy
6,873
+200
+3% +$9.94K 0.26% 64
2014
Q1 		$378K Hold
6,673
– – 0.29% 62
2013
Q4 		$417K Sell
6,673
-1,027
-13% -$63.4K 0.32% 61
2013
Q3 		$463K Buy
7,700
+300
+4% +$19.1K 0.39% 54
2013
Q2 		$472K Buy
+7,400
New +$433K 0.42% 55

Other funds holding WOLF

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return