New England Research & Management’s Super Micro Computer SMCI Stock Holding History

New England Research & 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
2024 Q1	–	Sell	-18,750	Closed	-$533K	–	170
2023 Q4	$533K	Buy	18,750 +5,500	+42%	+$152K	0.28%	104
2023 Q3	$363K	Buy	+13,250	New	+$370K	0.21%	120
2016 Q1	–	Sell	-181,200	Closed	-$444K	–	174
2015 Q4	$444K	Sell	181,200 -43,000	-19%	-$112K	0.38%	89
2015 Q3	$611K	Sell	224,200 -6,950	-3%	-$18.5K	0.58%	63
2015 Q2	$684K	Buy	+231,150	New	+$761K	0.56%	69

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New England Research & Management's SMCI Position: Q1 2024 in Review

New England Research & Management sold out of Super Micro Computer (SMCI) in Q1 2024, closing a stake of 18,750 shares — an estimated $533K sold.

New England Research & Management first reported a position in SMCI in Q2 2015 and held it in 5 quarters. The position peaked at $684K in Q2 2015. 925 funds tracked by Wall St. Rank hold SMCI as of Q1 2024.

New England Research & Management reported no remaining Super Micro Computer position as of Q1 2024 after selling out during the quarter.
New England Research & Management sold 18,750 Super Micro Computer shares in Q1 2024, an estimated $533K.
New England Research & Management first reported a position in Super Micro Computer in Q2 2015 and held it in 5 quarters.
New England Research & Management's Super Micro Computer position peaked at $684K in Q2 2015.
925 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2024.

Based on New England Research & Management's 13F filing for Q1 2024, filed 16 Apr 2024.