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Chase Investment Counsel’s Super Micro Computer SMCI Stock Holding History

Chase Investment Counsel’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
-26,900
Closed -$1.12M – 148
2024
Q3 		$1.12M Buy
26,900
+18,790
+232% +$1.14M 0.37% 69
2024
Q2 		$664K Sell
8,110
-6,890
-46% -$589K 0.24% 84
2024
Q1 		$1.51M Hold
15,000
– – 0.56% 54
2023
Q4 		$426K Hold
15,000
– – 0.19% 95
2023
Q3 		$411K Buy
+15,000
New +$418K 0.21% 87

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

Chase Investment Counsel's SMCI Position: Q4 2024 in Review

Chase Investment Counsel sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 26,900 shares — an estimated $1.12M sold.

Chase Investment Counsel first reported a position in SMCI in Q3 2023 and held it in 5 quarters. The position peaked at $1.51M in Q1 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Chase Investment Counsel reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Chase Investment Counsel sold 26,900 Super Micro Computer shares in Q4 2024, an estimated $1.12M.
  • Chase Investment Counsel first reported a position in Super Micro Computer in Q3 2023 and held it in 5 quarters.
  • Chase Investment Counsel's Super Micro Computer position peaked at $1.51M in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Chase Investment Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.