Cannell & Co’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $61.6M | Sell |
2,167,580
-458,760
| -17% | -$13M | 1.96% | 13 |
|
|
2023
Q3 | $72M | Buy |
2,626,340
+262,420
| +11% | +$7.2M | 2.46% | 6 |
|
|
2023
Q2 | $58.9M | Sell |
2,363,920
-1,186,230
| -33% | -$29.6M | 1.96% | 9 |
|
|
2023
Q1 | $37.8M | Sell |
3,550,150
-1,440,300
| -29% | -$15.3M | 1.35% | 17 |
|
|
2022
Q4 | $41M | Buy |
4,990,450
+527,800
| +12% | +$4.33M | 1.47% | 17 |
|
|
2022
Q3 | $24.6M | Buy |
4,462,650
+4,282,150
| +2,372% | +$23.6M | 0.94% | 36 |
|
|
2022
Q2 | $728K | Sell |
180,500
-6,500
| -3% | -$26.2K | 0.03% | 185 |
|
|
2022
Q1 | $712K | Buy |
+187,000
| New | +$712K | 0.02% | 204 |
|