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Lake Street Advisors Group’s Super Micro Computer SMCI Stock Holding History

Lake Street Advisors 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
Q4 		$228K Sell
7,467
-163
-2% -$5.92K 0.01% 531
2024
Q3 		$318K Sell
7,630
-9,140
-55% -$556K 0.01% 431
2024
Q2 		$1.37M Buy
16,770
+4,040
+32% +$345K 0.07% 174
2024
Q1 		$1.29M Buy
12,730
+5,280
+71% +$387K 0.06% 189
2023
Q4 		$212K Buy
+7,450
New +$207K 0.01% 530

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lake Street Advisors Group's SMCI Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Super Micro Computer (SMCI) stake by 2.1% in Q4 2024, selling an estimated $5.92K and leaving 7,467 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #531.

Lake Street Advisors Group first reported a position in SMCI in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.37M in Q2 2024. 697 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Lake Street Advisors Group held 7,467 shares of Super Micro Computer worth $228K as of Q4 2024.
  • Lake Street Advisors Group sold 163 Super Micro Computer shares in Q4 2024, an estimated $5.92K.
  • Super Micro Computer made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #531 holding.
  • Lake Street Advisors Group first reported a position in Super Micro Computer in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Super Micro Computer position peaked at $1.37M in Q2 2024.
  • 697 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.