LRI Investments’s Wolfspeed WOLF Stock Holding History

LRI Investments’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
2024 Q3	–	Sell	-263	Closed	-$5.99K	–	1209
2024 Q2	$5.99K	Buy	+263	New	+$6.8K	﹤0.01%	854

Other funds holding WOLF

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LRI Investments's WOLF Position: Q3 2024 in Review

LRI Investments sold out of Wolfspeed (WOLF) in Q3 2024, closing a stake of 263 shares — an estimated $5.99K sold.

LRI Investments first reported a position in WOLF in Q2 2024 and held it in 1 quarter. The position peaked at $5.99K in Q2 2024. 320 funds tracked by Wall St. Rank hold WOLF as of Q3 2024.

LRI Investments reported no remaining Wolfspeed position as of Q3 2024 after selling out during the quarter.
LRI Investments sold 263 Wolfspeed shares in Q3 2024, an estimated $5.99K.
LRI Investments first reported a position in Wolfspeed in Q2 2024 and held it in 1 quarter.
LRI Investments's Wolfspeed position peaked at $5.99K in Q2 2024.
320 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2024.

Based on LRI Investments's 13F filing for Q3 2024, filed 15 Nov 2024.