BIA
SMCI icon

Benchmark Investment Advisors’s Super Micro Computer SMCI Stock Holding History

Benchmark Investment Advisors’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
-20,550
Closed -$856K – 96
2024
Q3 		$856K Buy
+20,550
New +$1.25M 0.61% 43

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

Benchmark Investment Advisors's SMCI Position: Q4 2024 in Review

Benchmark Investment Advisors sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 20,550 shares — an estimated $856K sold.

Benchmark Investment Advisors first reported a position in SMCI in Q3 2024 and held it in 1 quarter. The position peaked at $856K in Q3 2024. 697 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Benchmark Investment Advisors reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Benchmark Investment Advisors sold 20,550 Super Micro Computer shares in Q4 2024, an estimated $856K.
  • Benchmark Investment Advisors first reported a position in Super Micro Computer in Q3 2024 and held it in 1 quarter.
  • Benchmark Investment Advisors's Super Micro Computer position peaked at $856K in Q3 2024.
  • 697 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Benchmark Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.