Boston Partners’s Super Micro Computer SMCI Stock Holding History

Boston Partners’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
2023 Q3	–	Sell	-720,780	Closed	-$18M	–	754
2023 Q2	$18M	Sell	720,780 -1,637,360	-69%	-$27.4M	0.02%	322
2023 Q1	$25.1M	Buy	+2,358,140	New	+$21.3M	0.03%	289
2022 Q1	–	Sell	-258,780	Closed	-$1.14M	–	728
2021 Q4	$1.14M	Hold	258,780	–	–	﹤0.01%	515
2021 Q3	$946K	Sell	258,780 -37,280	-13%	-$135K	﹤0.01%	528
2021 Q2	$1.04M	Sell	296,060 -6,280	-2%	-$23.1K	﹤0.01%	535
2021 Q1	$1.18M	Sell	302,340 -25,210	-8%	-$85.8K	﹤0.01%	557
2020 Q4	$1.04M	Sell	327,550 -27,760	-8%	-$78.3K	﹤0.01%	538
2020 Q3	$938K	Sell	355,310 -3,600	-1%	-$9.84K	﹤0.01%	543
2020 Q2	$1.02M	Buy	+358,910	New	+$903K	﹤0.01%	533

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners's SMCI Position: Q3 2023 in Review

Boston Partners sold out of Super Micro Computer (SMCI) in Q3 2023, closing a stake of 720,780 shares — an estimated $18M sold.

Boston Partners first reported a position in SMCI in Q2 2020 and held it in 9 quarters. The position peaked at $25.1M in Q1 2023. 558 funds tracked by Wall St. Rank hold SMCI as of Q3 2023.

Boston Partners reported no remaining Super Micro Computer position as of Q3 2023 after selling out during the quarter.
Boston Partners sold 720,780 Super Micro Computer shares in Q3 2023, an estimated $18M.
Boston Partners first reported a position in Super Micro Computer in Q2 2020 and held it in 9 quarters.
Boston Partners's Super Micro Computer position peaked at $25.1M in Q1 2023.
558 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2023.

Based on Boston Partners's 13F filing for Q3 2023, filed 8 Nov 2023.