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

Marietta 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
-94,490
Closed -$3.93M – 170
2024
Q3 		$3.93M Buy
94,490
+100
+0.1% +$6.09K 0.84% 38
2024
Q2 		$7.73M Buy
94,390
+8,540
+10% +$730K 1.7% 14
2024
Q1 		$8.67M Sell
85,850
-56,720
-40% -$4.16M 1.9% 13
2023
Q4 		$4.05M Buy
142,570
+49,580
+53% +$1.37M 1.01% 34
2023
Q3 		$2.55M Sell
92,990
-8,520
-8% -$238K 0.71% 41
2023
Q2 		$2.53M Buy
101,510
+18,960
+23% +$318K 0.66% 42
2023
Q1 		$880K Sell
82,550
-1,920
-2% -$17.3K 0.24% 80
2022
Q4 		$693K Buy
84,470
+33,200
+65% +$253K 0.2% 97
2022
Q3 		$393K Buy
+51,270
New +$292K 0.12% 126

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

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

Marietta Investment Partners sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 94,490 shares — an estimated $3.93M sold.

Marietta Investment Partners first reported a position in SMCI in Q3 2022 and held it in 9 quarters. The position peaked at $8.67M in Q1 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Marietta Investment Partners reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Marietta Investment Partners sold 94,490 Super Micro Computer shares in Q4 2024, an estimated $3.93M.
  • Marietta Investment Partners first reported a position in Super Micro Computer in Q3 2022 and held it in 9 quarters.
  • Marietta Investment Partners's Super Micro Computer position peaked at $8.67M in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Marietta Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.