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Everhart Financial Group’s Super Micro Computer SMCI Stock Holding History

Everhart Financial Group’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
Q3 		– Sell
-11,430
Closed -$937K – 328
2024
Q2 		$937K Buy
11,430
+300
+3% +$25.6K 0.24% 81
2024
Q1 		$1.12M Sell
11,130
-450
-4% -$33K 0.33% 59
2023
Q4 		$329K Buy
+11,580
New +$321K 0.12% 168

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Everhart Financial Group's SMCI Position: Q3 2024 in Review

Everhart Financial Group sold out of Super Micro Computer (SMCI) in Q3 2024, closing a stake of 11,430 shares — an estimated $937K sold.

Everhart Financial Group first reported a position in SMCI in Q4 2023 and held it in 3 quarters. The position peaked at $1.12M in Q1 2024. 695 funds tracked by Wall St. Rank hold SMCI as of Q3 2024.

  • Everhart Financial Group reported no remaining Super Micro Computer position as of Q3 2024 after selling out during the quarter.
  • Everhart Financial Group sold 11,430 Super Micro Computer shares in Q3 2024, an estimated $937K.
  • Everhart Financial Group first reported a position in Super Micro Computer in Q4 2023 and held it in 3 quarters.
  • Everhart Financial Group's Super Micro Computer position peaked at $1.12M in Q1 2024.
  • 695 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2024.

Based on Everhart Financial Group's 13F filing for Q3 2024, filed 4 Nov 2024.