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Adell Harriman & Carpenter’s Super Micro Computer SMCI Stock Holding History

Adell Harriman & Carpenter’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22,130
Closed -$921K – 170
2024
Q3 		$921K Sell
22,130
-10,600
-32% -$645K 0.07% 101
2024
Q2 		$2.68M Buy
32,730
+16,000
+96% +$1.37M 0.21% 79
2024
Q1 		$1.69M Buy
+16,730
New +$1.23M 0.14% 91

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adell Harriman & Carpenter's SMCI Position: Q4 2024 in Review

Adell Harriman & Carpenter sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 22,130 shares — an estimated $921K sold.

Adell Harriman & Carpenter first reported a position in SMCI in Q1 2024 and held it in 3 quarters. The position peaked at $2.68M in Q2 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Adell Harriman & Carpenter reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Adell Harriman & Carpenter sold 22,130 Super Micro Computer shares in Q4 2024, an estimated $921K.
  • Adell Harriman & Carpenter first reported a position in Super Micro Computer in Q1 2024 and held it in 3 quarters.
  • Adell Harriman & Carpenter's Super Micro Computer position peaked at $2.68M in Q2 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Adell Harriman & Carpenter's 13F filing for Q4 2024, filed 30 Jan 2025.