James Investment Research’s Super Micro Computer SMCI Stock Holding History

James Investment Research’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 Q1	–	Sell	-25,120	Closed	-$714K	–	330
2023 Q4	$714K	Hold	25,120	–	–	0.09%	172
2023 Q3	$689K	Sell	25,120 -4,560	-15%	-$127K	0.09%	162
2023 Q2	$740K	Hold	29,680	–	–	0.09%	155
2023 Q1	$316K	Sell	29,680 -57,560	-66%	-$519K	0.04%	226
2022 Q4	$716K	Hold	87,240	–	–	0.1%	152
2022 Q3	$480K	Sell	87,240 -57,480	-40%	-$327K	0.07%	178
2022 Q2	$584K	Buy	144,720 +24,860	+21%	+$113K	0.08%	168
2022 Q1	$456K	Buy	119,860 +310	+0.3%	+$1.28K	0.05%	210
2021 Q4	$525K	Sell	119,550 -105,000	-47%	-$426K	0.05%	201
2021 Q3	$821K	Hold	224,550	–	–	0.08%	167
2021 Q2	$790K	Buy	224,550 +44,000	+24%	+$162K	0.07%	176
2021 Q1	$705K	Sell	180,550 -34,450	-16%	-$117K	0.06%	174
2020 Q4	$681K	Hold	215,000	–	–	0.06%	183
2020 Q3	$568K	Buy	+215,000	New	+$587K	0.05%	190
2018 Q2	–	Sell	-973,000	Closed	-$1.65M	–	858
2018 Q1	$1.65M	Buy	+973,000	New	+$1.95M	0.06%	414

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

James Investment Research's SMCI Position: Q1 2024 in Review

James Investment Research sold out of Super Micro Computer (SMCI) in Q1 2024, closing a stake of 25,120 shares — an estimated $714K sold.

James Investment Research first reported a position in SMCI in Q1 2018 and held it in 15 quarters. The position peaked at $1.65M in Q1 2018. 925 funds tracked by Wall St. Rank hold SMCI as of Q1 2024.

James Investment Research reported no remaining Super Micro Computer position as of Q1 2024 after selling out during the quarter.
James Investment Research sold 25,120 Super Micro Computer shares in Q1 2024, an estimated $714K.
James Investment Research first reported a position in Super Micro Computer in Q1 2018 and held it in 15 quarters.
James Investment Research's Super Micro Computer position peaked at $1.65M in Q1 2018.
925 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2024.

Based on James Investment Research's 13F filing for Q1 2024, filed 1 May 2024.