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M Holdings Securities’s Super Micro Computer SMCI Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-2,690
Closed -$220K – 265
2024
Q2 		$220K Buy
+2,690
New +$230K 0.03% 275

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

M Holdings Securities's SMCI Position: Q3 2024 in Review

M Holdings Securities sold out of Super Micro Computer (SMCI) in Q3 2024, closing a stake of 2,690 shares — an estimated $220K sold.

M Holdings Securities first reported a position in SMCI in Q2 2024 and held it in 1 quarter. The position peaked at $220K in Q2 2024. 695 funds tracked by Wall St. Rank hold SMCI as of Q3 2024.

  • M Holdings Securities reported no remaining Super Micro Computer position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 2,690 Super Micro Computer shares in Q3 2024, an estimated $220K.
  • M Holdings Securities first reported a position in Super Micro Computer in Q2 2024 and held it in 1 quarter.
  • M Holdings Securities's Super Micro Computer position peaked at $220K in Q2 2024.
  • 695 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.