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Howe & Rusling’s Super Micro Computer SMCI Stock Holding History

Howe & Rusling’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
2021
Q4 		– Sell
-1,520
Closed -$6K – 1061
2021
Q3 		$6K Hold
1,520
– – ﹤0.01% 602
2021
Q2 		$5K Sell
1,520
-210
-12% -$772 ﹤0.01% 641
2021
Q1 		$7K Buy
1,730
+40
+2% +$136 ﹤0.01% 554
2020
Q4 		$5K Buy
1,690
+240
+17% +$677 ﹤0.01% 623
2020
Q3 		$4K Sell
1,450
-220
-13% -$601 ﹤0.01% 611
2020
Q2 		$5K Sell
1,670
-220
-12% -$554 ﹤0.01% 541
2020
Q1 		$4K Buy
+1,890
New +$4.8K ﹤0.01% 543

Other funds holding SMCI

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

Howe & Rusling's SMCI Position: Q4 2021 in Review

Howe & Rusling sold out of Super Micro Computer (SMCI) in Q4 2021, closing a stake of 1,520 shares — an estimated $6K sold.

Howe & Rusling first reported a position in SMCI in Q1 2020 and held it in 7 quarters. The position peaked at $7K in Q1 2021. 163 funds tracked by Wall St. Rank hold SMCI as of Q4 2021.

  • Howe & Rusling reported no remaining Super Micro Computer position as of Q4 2021 after selling out during the quarter.
  • Howe & Rusling sold 1,520 Super Micro Computer shares in Q4 2021, an estimated $6K.
  • Howe & Rusling first reported a position in Super Micro Computer in Q1 2020 and held it in 7 quarters.
  • Howe & Rusling's Super Micro Computer position peaked at $7K in Q1 2021.
  • 163 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2021.

Based on Howe & Rusling's 13F filing for Q4 2021, filed 14 Feb 2022.