CI
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Cambiar Investors’s Super Micro Computer SMCI Stock Holding History

Cambiar Investors’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
2018
Q3 		– Sell
-3,457,650
Closed -$8.18M – 177
2018
Q2 		$8.18M Sell
3,457,650
-806,380
-19% -$1.76M 0.14% 62
2018
Q1 		$7.25M Sell
4,264,030
-1,572,770
-27% -$3.15M 0.12% 61
2017
Q4 		$12.2M Sell
5,836,800
-591,300
-9% -$1.27M 0.19% 61
2017
Q3 		$14.2M Sell
6,428,100
-1,343,020
-17% -$3.43M 0.22% 63
2017
Q2 		$19.2M Sell
7,771,120
-82,690
-1% -$202K 0.3% 63
2017
Q1 		$19.9M Buy
+7,853,810
New +$20.8M 0.33% 85

Other funds holding SMCI

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Cambiar Investors's SMCI Position: Q3 2018 in Review

Cambiar Investors sold out of Super Micro Computer (SMCI) in Q3 2018, closing a stake of 3,457,650 shares — an estimated $8.18M sold.

Cambiar Investors first reported a position in SMCI in Q1 2017 and held it in 6 quarters. The position peaked at $19.9M in Q1 2017. 34 funds tracked by Wall St. Rank hold SMCI as of Q3 2018.

  • Cambiar Investors reported no remaining Super Micro Computer position as of Q3 2018 after selling out during the quarter.
  • Cambiar Investors sold 3,457,650 Super Micro Computer shares in Q3 2018, an estimated $8.18M.
  • Cambiar Investors first reported a position in Super Micro Computer in Q1 2017 and held it in 6 quarters.
  • Cambiar Investors's Super Micro Computer position peaked at $19.9M in Q1 2017.
  • 34 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2018.

Based on Cambiar Investors's 13F filing for Q3 2018, filed 25 Oct 2018.