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Summit Financial’s Wolfspeed WOLF Stock Holding History

Summit Financial’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
Q4 		– Sell
-16,868
Closed -$164K – 658
2024
Q3 		$164K Buy
16,868
+6,349
+60% +$93.5K 0.01% 536
2024
Q2 		$239K Sell
10,519
-1,807
-15% -$46.7K 0.01% 452
2024
Q1 		$364K Sell
12,326
-541
-4% -$16.3K 0.02% 298
2023
Q4 		$560K Sell
12,867
-1,249
-9% -$45.3K 0.04% 231
2023
Q3 		$538K Sell
14,116
-397
-3% -$20.8K 0.04% 228
2023
Q2 		$807K Sell
14,513
-720
-5% -$36.7K 0.06% 176
2023
Q1 		$989K Buy
15,233
+1,540
+11% +$113K 0.09% 120
2022
Q4 		$945K Sell
13,693
-360
-3% -$31.9K 0.09% 117
2022
Q3 		$1.45M Buy
14,053
+2,234
+19% +$214K 0.14% 77
2022
Q2 		$750K Buy
11,819
+3,379
+40% +$281K 0.07% 124
2022
Q1 		$961K Buy
8,440
+640
+8% +$64.5K 0.08% 123
2021
Q4 		$872K Sell
7,800
-233
-3% -$26K 0.07% 120
2021
Q3 		$649K Buy
+8,033
New +$713K 0.06% 114

Other funds holding WOLF

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Financial's WOLF Position: Q4 2024 in Review

Summit Financial sold out of Wolfspeed (WOLF) in Q4 2024, closing a stake of 16,868 shares — an estimated $164K sold.

Summit Financial first reported a position in WOLF in Q3 2021 and held it in 13 quarters. The position peaked at $1.45M in Q3 2022. 307 funds tracked by Wall St. Rank hold WOLF as of Q4 2024.

  • Summit Financial reported no remaining Wolfspeed position as of Q4 2024 after selling out during the quarter.
  • Summit Financial sold 16,868 Wolfspeed shares in Q4 2024, an estimated $164K.
  • Summit Financial first reported a position in Wolfspeed in Q3 2021 and held it in 13 quarters.
  • Summit Financial's Wolfspeed position peaked at $1.45M in Q3 2022.
  • 307 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2024.

Based on Summit Financial's 13F filing for Q4 2024, filed 12 Feb 2025.