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

Ritholtz 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
2024
Q4 		– Sell
-10,470
Closed -$436K – 900
2024
Q3 		$436K Sell
10,470
-8,700
-45% -$530K 0.01% 596
2024
Q2 		$1.57M Sell
19,170
-4,210
-18% -$360K 0.05% 246
2024
Q1 		$2.36M Buy
23,380
+1,330
+6% +$97.5K 0.08% 166
2023
Q4 		$627K Buy
22,050
+600
+3% +$16.6K 0.02% 439
2023
Q3 		$588K Buy
21,450
+12,740
+146% +$355K 0.03% 419
2023
Q2 		$217K Buy
+8,710
New +$146K 0.01% 610

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

Ritholtz Wealth Management's SMCI Position: Q4 2024 in Review

Ritholtz Wealth Management sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 10,470 shares — an estimated $436K sold.

Ritholtz Wealth Management first reported a position in SMCI in Q2 2023 and held it in 6 quarters. The position peaked at $2.36M in Q1 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Ritholtz Wealth Management reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,470 Super Micro Computer shares in Q4 2024, an estimated $436K.
  • Ritholtz Wealth Management first reported a position in Super Micro Computer in Q2 2023 and held it in 6 quarters.
  • Ritholtz Wealth Management's Super Micro Computer position peaked at $2.36M in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Ritholtz Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.