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Bleakley Financial Group’s Super Micro Computer SMCI Stock Holding History

Bleakley Financial Group’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
-6,080
Closed -$253K – 1105
2024
Q3 		$253K Sell
6,080
-660
-10% -$40.2K 0.01% 849
2024
Q2 		$552K Buy
6,740
+510
+8% +$43.6K 0.02% 582
2024
Q1 		$629K Sell
6,230
-2,190
-26% -$160K 0.02% 552
2023
Q4 		$239K Sell
8,420
-430
-5% -$11.9K 0.01% 804
2023
Q3 		$243K Buy
+8,850
New +$247K 0.01% 734

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

Bleakley Financial Group's SMCI Position: Q4 2024 in Review

Bleakley Financial Group sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 6,080 shares — an estimated $253K sold.

Bleakley Financial Group first reported a position in SMCI in Q3 2023 and held it in 5 quarters. The position peaked at $629K in Q1 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Bleakley Financial Group reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 6,080 Super Micro Computer shares in Q4 2024, an estimated $253K.
  • Bleakley Financial Group first reported a position in Super Micro Computer in Q3 2023 and held it in 5 quarters.
  • Bleakley Financial Group's Super Micro Computer position peaked at $629K in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Bleakley Financial Group's 13F filing for Q4 2024, filed 27 Jan 2025.