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Disciplined Investments’s Super Micro Computer SMCI Stock Holding History

Disciplined Investments’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
-80
Closed -$1.99K – 1319
2023
Q2 		$1.99K Sell
80
-10
-11% -$168 ﹤0.01% 662
2023
Q1 		$959 Buy
90
+10
+13% +$90 ﹤0.01% 975
2022
Q4 		$657 Hold
80
– – ﹤0.01% 1076
2022
Q3 		$0 Buy
80
+30
+60% +$171 ﹤0.01% 1584
2022
Q2 		$0 Buy
50
+20
+67% +$91 ﹤0.01% 1594
2022
Q1 		$0 Buy
+30
New +$124 ﹤0.01% 1600

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Investments's SMCI Position: Q3 2023 in Review

Disciplined Investments sold out of Super Micro Computer (SMCI) in Q3 2023, closing a stake of 80 shares — an estimated $1.99K sold.

Disciplined Investments first reported a position in SMCI in Q1 2022 and held it in 6 quarters. The position peaked at $1.99K in Q2 2023. 558 funds tracked by Wall St. Rank hold SMCI as of Q3 2023.

  • Disciplined Investments reported no remaining Super Micro Computer position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 80 Super Micro Computer shares in Q3 2023, an estimated $1.99K.
  • Disciplined Investments first reported a position in Super Micro Computer in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Super Micro Computer position peaked at $1.99K in Q2 2023.
  • 558 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.