UMB Bank’s Wolfspeed WOLF Stock Holding History

UMB Bank’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
2025 Q2	–	Sell	-837	Closed	-$2.56K	–	2190
2025 Q1	$2.56K	Buy	837 +331	+65%	+$1.94K	﹤0.01%	1922
2024 Q4	$3.37K	Sell	506 -28	-5%	-$285	﹤0.01%	1822
2024 Q3	$5.18K	Buy	534 +457	+594%	+$6.73K	﹤0.01%	1715
2024 Q2	$1.75K	Buy	77 +40	+108%	+$1.03K	﹤0.01%	1827
2024 Q1	$1.09K	Buy	+37	New	+$1.12K	﹤0.01%	1745
2023 Q4	–	Sell	-54	Closed	-$2.06K	–	1762
2023 Q3	$2.06K	Hold	54	–	–	﹤0.01%	1523
2023 Q2	$3K	Hold	54	–	–	﹤0.01%	1477
2023 Q1	$3.51K	Hold	54	–	–	﹤0.01%	1466
2022 Q4	$4K	Hold	54	–	–	﹤0.01%	1480
2022 Q3	$6K	Sell	54 -22	-29%	-$2.11K	﹤0.01%	1443
2022 Q2	$5K	Hold	76	–	–	﹤0.01%	1599
2022 Q1	$9K	Buy	+76	New	+$7.66K	﹤0.01%	1529
2014 Q1	–	Sell	-3,550	Closed	-$222	–	312
2013 Q4	$222	Sell	3,550 -450	-11%	-$27.8K	0.01%	274
2013 Q3	$241	Buy	+4,000	New	+$255K	0.01%	265

Other funds holding WOLF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Primecap Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Seas Capital Rye, New York $2.17B AUM 169.27% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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