LIP
SMCI icon

Liontrust Investment Partners’s Super Micro Computer SMCI Stock Holding History

Liontrust Investment Partners’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 		– Sell
-121,000
Closed -$9.91M – 250
2024
Q3 		$9.91M Hold
121,000
– – 0.14% 92
2024
Q2 		$9.91M Buy
+121,000
New +$10.3M 0.14% 92
2024
Q1 		– Sell
-50,000
Closed -$1.42M – 208
2023
Q4 		$1.42M Sell
50,000
-20,000
-29% -$554K 0.02% 152
2023
Q3 		$1.92M Buy
+70,000
New +$1.95M 0.03% 140

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

Liontrust Investment Partners's SMCI Position: Q4 2024 in Review

Liontrust Investment Partners sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 121,000 shares — an estimated $9.91M sold.

Liontrust Investment Partners first reported a position in SMCI in Q3 2023 and held it in 4 quarters. The position peaked at $9.91M in Q3 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Liontrust Investment Partners reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Liontrust Investment Partners sold 121,000 Super Micro Computer shares in Q4 2024, an estimated $9.91M.
  • Liontrust Investment Partners first reported a position in Super Micro Computer in Q3 2023 and held it in 4 quarters.
  • Liontrust Investment Partners's Super Micro Computer position peaked at $9.91M in Q3 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Liontrust Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.