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Moran Wealth Management’s Super Micro Computer SMCI Stock Holding History

Moran Wealth Management’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
2023
Q4 		– Sell
-12,400
Closed -$340K – 452
2023
Q3 		$340K Buy
+12,400
New +$346K 0.01% 317

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Moran Wealth Management's SMCI Position: Q4 2023 in Review

Moran Wealth Management sold out of Super Micro Computer (SMCI) in Q4 2023, closing a stake of 12,400 shares — an estimated $340K sold.

Moran Wealth Management first reported a position in SMCI in Q3 2023 and held it in 1 quarter. The position peaked at $340K in Q3 2023. 656 funds tracked by Wall St. Rank hold SMCI as of Q4 2023.

  • Moran Wealth Management reported no remaining Super Micro Computer position as of Q4 2023 after selling out during the quarter.
  • Moran Wealth Management sold 12,400 Super Micro Computer shares in Q4 2023, an estimated $340K.
  • Moran Wealth Management first reported a position in Super Micro Computer in Q3 2023 and held it in 1 quarter.
  • Moran Wealth Management's Super Micro Computer position peaked at $340K in Q3 2023.
  • 656 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2023.

Based on Moran Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.