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Householder Group Estate & Retirement Specialist’s Super Micro Computer SMCI Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$0 Sell
10
-1,230
-99% -$44.7K ﹤0.01% 1116
2024
Q3 		$51K Sell
1,240
-40
-3% -$2.44K 0.01% 476
2024
Q2 		$104K Buy
1,280
+370
+41% +$31.6K 0.03% 343
2024
Q1 		$91.9K Buy
910
+800
+727% +$58.6K 0.03% 361
2023
Q4 		$3K Buy
+110
New +$3.05K ﹤0.01% 965

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

Householder Group Estate & Retirement Specialist's SMCI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Super Micro Computer (SMCI) stake by 99% in Q4 2024, selling an estimated $44.7K and leaving 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Householder Group Estate & Retirement Specialist first reported a position in SMCI in Q4 2023 and has held it in 5 quarters since. The position peaked at $104K in Q2 2024. 697 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 10 shares of Super Micro Computer worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,230 Super Micro Computer shares in Q4 2024, an estimated $44.7K.
  • Super Micro Computer made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1116 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Super Micro Computer in Q4 2023 and has held it in 5 quarters since.
  • Householder Group Estate & Retirement Specialist's Super Micro Computer position peaked at $104K in Q2 2024.
  • 697 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.