WT
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Whittier Trust’s Wolfspeed WOLF Stock Holding History

Whittier Trust’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
Q1 		– Sell
-146
Closed -$6.35K – 1567
2023
Q4 		$6.35K Buy
146
+124
+564% +$4.5K ﹤0.01% 1292
2023
Q3 		$837 Buy
+22
New +$1.15K ﹤0.01% 1535
2023
Q1 		– Sell
-14
Closed -$966 – 1644
2022
Q4 		$966 Buy
+14
New +$1.24K ﹤0.01% 1542
2020
Q1 		– Sell
-12
Closed -$1K – 1598
2019
Q4 		$1K Hold
12
– – ﹤0.01% 1478
2019
Q3 		$1K Hold
12
– – ﹤0.01% 1512
2019
Q2 		$1K Hold
12
– – ﹤0.01% 1337
2019
Q1 		$1K Buy
+12
New +$616 ﹤0.01% 1357

Other funds holding WOLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Whittier Trust's WOLF Position: Q1 2024 in Review

Whittier Trust sold out of Wolfspeed (WOLF) in Q1 2024, closing a stake of 146 shares — an estimated $6.35K sold.

Whittier Trust first reported a position in WOLF in Q1 2019 and held it in 7 quarters. The position peaked at $6.35K in Q4 2023. 370 funds tracked by Wall St. Rank hold WOLF as of Q1 2024.

  • Whittier Trust reported no remaining Wolfspeed position as of Q1 2024 after selling out during the quarter.
  • Whittier Trust sold 146 Wolfspeed shares in Q1 2024, an estimated $6.35K.
  • Whittier Trust first reported a position in Wolfspeed in Q1 2019 and held it in 7 quarters.
  • Whittier Trust's Wolfspeed position peaked at $6.35K in Q4 2023.
  • 370 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2024.

Based on Whittier Trust's 13F filing for Q1 2024, filed 2 May 2024.