RG
SMCI icon

Retirement Group’s Super Micro Computer SMCI Stock Holding History

Retirement Group’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 		$56.6K Buy
560
+240
+75% +$17.6K 0.02% 221
2023
Q4 		$9.1K Hold
320
– – ﹤0.01% 464
2023
Q3 		$8.78K Hold
320
– – ﹤0.01% 429
2023
Q2 		$7.98K Buy
+320
New +$5.36K ﹤0.01% 444

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
GQG Partners
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Group's SMCI Position: Q1 2024 in Review

Retirement Group increased its Super Micro Computer (SMCI) stake by 75% in Q1 2024, buying an estimated $17.6K and bringing the position to 560 shares worth $56.6K. The position accounts for 0.02% of the portfolio, ranked #221.

Retirement Group first reported a position in SMCI in Q2 2023 and has held it in 4 quarters since. 925 funds tracked by Wall St. Rank hold SMCI as of Q1 2024.

  • Retirement Group held 560 shares of Super Micro Computer worth $56.6K as of Q1 2024.
  • Retirement Group bought 240 Super Micro Computer shares in Q1 2024, an estimated $17.6K.
  • Super Micro Computer made up 0.02% of Retirement Group's portfolio in Q1 2024, its #221 holding.
  • Retirement Group first reported a position in Super Micro Computer in Q2 2023 and has held it in 4 quarters since.
  • 925 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.