Ray Dalio’s Wolfspeed WOLF Stock Holding History

Ray Dalio’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	-6,772	Closed	-$700K	–	944
2022 Q3	$700K	Sell	6,772 -2,617	-28%	-$251K	﹤0.01%	745
2022 Q2	$596K	Sell	9,389 -22,754	-71%	-$1.89M	﹤0.01%	881
2022 Q1	$3.66M	Buy	+32,143	New	+$3.24M	0.01%	540
2021 Q3	–	Sell	-17,157	Closed	-$1.68M	–	805
2021 Q2	$1.68M	Buy	+17,157	New	+$1.73M	0.01%	520
2021 Q1	–	Sell	-10,508	Closed	-$1.11M	–	618
2020 Q4	$1.11M	Buy	10,508 +2,702	+35%	+$217K	0.01%	369
2020 Q3	$498K	Buy	+7,806	New	+$506K	0.01%	399
2020 Q1	–	Sell	-8,635	Closed	-$399K	–	610
2019 Q4	$399K	Buy	+8,635	New	+$403K	﹤0.01%	437
2015 Q2	–	Sell	-239,237	Closed	-$8.49M	–	405
2015 Q1	$8.49M	Buy	+239,237	New	+$8.64M	0.07%	74
2014 Q4	–	Sell	-82,780	Closed	-$3.39M	–	427
2014 Q3	$3.39M	Buy	82,780 +73,814	+823%	+$3.41M	0.03%	132
2014 Q2	$448K	Sell	8,966 -30,530	-77%	-$1.52M	﹤0.01%	258
2014 Q1	$2.23M	Buy	39,496 +17,596	+80%	+$1.07M	0.02%	174
2013 Q4	$1.37M	Sell	21,900 -36,979	-63%	-$2.28M	0.01%	191
2013 Q3	$3.54M	Buy	+58,879	New	+$3.75M	0.03%	124

Other funds holding WOLF

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Ray Dalio's WOLF Position: Q4 2022 in Review

Ray Dalio sold out of Wolfspeed (WOLF) in Q4 2022, closing a stake of 6,772 shares — an estimated $700K sold.

Ray Dalio first reported a position in WOLF in Q3 2013 and held it in 13 quarters. The position peaked at $8.49M in Q1 2015. 498 funds tracked by Wall St. Rank hold WOLF as of Q4 2022.

Ray Dalio reported no remaining Wolfspeed position as of Q4 2022 after selling out during the quarter.
Ray Dalio sold 6,772 Wolfspeed shares in Q4 2022, an estimated $700K.
Ray Dalio first reported a position in Wolfspeed in Q3 2013 and held it in 13 quarters.
Ray Dalio's Wolfspeed position peaked at $8.49M in Q1 2015.
498 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2022.

Based on Bridgewater Associates's 13F filing for Q4 2022, filed 13 Feb 2023.