McDonald Partners’s Wolfspeed WOLF Stock Holding History

McDonald 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	-2,500	Closed	-$258K	–	232
2022 Q3	$258K	Buy	+2,500	New	+$239K	0.1%	188
2022 Q2	–	Sell	-2,500	Closed	-$285K	–	314
2022 Q1	$285K	Buy	+2,500	New	+$252K	0.06%	260
2021 Q4	–	Sell	-2,500	Closed	-$202K	–	730
2021 Q3	$202K	Hold	2,500	–	–	0.05%	285
2021 Q2	$245K	Hold	2,500	–	–	0.06%	271
2021 Q1	$270K	Hold	2,500	–	–	0.07%	244
2020 Q4	$265K	Buy	+2,500	New	+$201K	0.07%	240

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McDonald Partners's WOLF Position: Q4 2022 in Review

McDonald Partners sold out of Wolfspeed (WOLF) in Q4 2022, closing a stake of 2,500 shares — an estimated $258K sold.

McDonald Partners first reported a position in WOLF in Q4 2020 and held it in 6 quarters. The position peaked at $285K in Q1 2022. 497 funds tracked by Wall St. Rank hold WOLF as of Q4 2022.

McDonald Partners reported no remaining Wolfspeed position as of Q4 2022 after selling out during the quarter.
McDonald Partners sold 2,500 Wolfspeed shares in Q4 2022, an estimated $258K.
McDonald Partners first reported a position in Wolfspeed in Q4 2020 and held it in 6 quarters.
McDonald Partners's Wolfspeed position peaked at $285K in Q1 2022.
497 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2022.

Based on McDonald Partners's 13F filing for Q4 2022, filed 18 Jan 2023.