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JTC Employer Solutions Trustee’s Super Micro Computer SMCI Stock Holding History

JTC Employer Solutions Trustee’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
2026
Q1 		$14K Hold
600
– – ﹤0.01% 277
2025
Q4 		$18K Hold
600
– – ﹤0.01% 276
2025
Q3 		$29K Hold
600
– – ﹤0.01% 265
2025
Q2 		$29K Hold
600
– – ﹤0.01% 251
2025
Q1 		$21K Hold
600
– – ﹤0.01% 272
2024
Q4 		$18K Hold
600
– – ﹤0.01% 275
2024
Q3 		$2K Hold
600
– – ﹤0.01% 324
2024
Q2 		$49K Hold
600
– – ﹤0.01% 248
2024
Q1 		$61K Buy
+600
New +$44K ﹤0.01% 243

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VCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B AUM