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Sara-Bay Financial’s Super Micro Computer SMCI Stock Holding History

Sara-Bay Financial’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
-10,650
Closed -$443K – 88
2024
Q3 		$443K Sell
10,650
-4,000
-27% -$243K 0.16% 63
2024
Q2 		$1.2M Hold
14,650
– – 0.49% 24
2024
Q1 		$1.52M Sell
14,650
-6,610
-31% -$484K 0.68% 18
2023
Q4 		$604K Hold
21,260
– – 0.29% 42
2023
Q3 		$583K Hold
21,260
– – 0.3% 38
2023
Q2 		$530K Hold
21,260
– – 0.26% 47
2023
Q1 		$227K Buy
+21,260
New +$192K 0.12% 71

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

Sara-Bay Financial's SMCI Position: Q4 2024 in Review

Sara-Bay Financial sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 10,650 shares — an estimated $443K sold.

Sara-Bay Financial first reported a position in SMCI in Q1 2023 and held it in 7 quarters. The position peaked at $1.52M in Q1 2024. 697 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Sara-Bay Financial reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Sara-Bay Financial sold 10,650 Super Micro Computer shares in Q4 2024, an estimated $443K.
  • Sara-Bay Financial first reported a position in Super Micro Computer in Q1 2023 and held it in 7 quarters.
  • Sara-Bay Financial's Super Micro Computer position peaked at $1.52M in Q1 2024.
  • 697 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Sara-Bay Financial's 13F filing for Q4 2024, filed 15 Jan 2025.