Schubert & Co’s Wolfspeed WOLF Stock Holding History

Schubert & Co’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
2023 Q2	–	Sell	-30	Closed	-$1.95K	–	1529
2023 Q1	$1.95K	Sell	30 -7	-19%	-$511	﹤0.01%	926
2022 Q4	$2.55K	Sell	37 -10	-21%	-$886	﹤0.01%	746
2022 Q3	$5K	Buy	47 +18	+62%	+$1.72K	﹤0.01%	439
2022 Q2	$2K	Buy	29 +17	+142%	+$1.41K	﹤0.01%	917
2022 Q1	$1K	Buy	12 +6	+100%	+$604	﹤0.01%	981
2021 Q4	$1K	Buy	+6	New	+$669	﹤0.01%	924

Other funds holding WOLF

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schubert & Co's WOLF Position: Q2 2023 in Review

Schubert & Co sold out of Wolfspeed (WOLF) in Q2 2023, closing a stake of 30 shares — an estimated $1.95K sold.

Schubert & Co first reported a position in WOLF in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q3 2022. 439 funds tracked by Wall St. Rank hold WOLF as of Q2 2023.

Schubert & Co reported no remaining Wolfspeed position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 30 Wolfspeed shares in Q2 2023, an estimated $1.95K.
Schubert & Co first reported a position in Wolfspeed in Q4 2021 and held it in 6 quarters.
Schubert & Co's Wolfspeed position peaked at $5K in Q3 2022.
439 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.