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Simplicity Solutions’s Super Micro Computer SMCI Stock Holding History

Simplicity Solutions’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 		$239K Sell
8,420
-430
-5% -$11.9K 0.01% 909
2023
Q3 		$243K Sell
8,850
-1,460
-14% -$40.7K 0.01% 831
2023
Q2 		$257K Buy
+10,310
New +$173K 0.01% 885
2023
Q1 		– Sell
-24,850
Closed -$204K – 1196
2022
Q4 		$204K Buy
+24,850
New +$189K 0.03% 621
2016
Q1 		– Sell
-279,950
Closed -$686K – 473
2015
Q4 		$686K Buy
+279,950
New +$731K 0.08% 362

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

Simplicity Solutions's SMCI Position: Q4 2023 in Review

Simplicity Solutions reduced its Super Micro Computer (SMCI) stake by 4.9% in Q4 2023, selling an estimated $11.9K and leaving 8,420 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #909.

Simplicity Solutions first reported a position in SMCI in Q4 2015 and has held it in 5 quarters since. The position peaked at $686K in Q4 2015. 656 funds tracked by Wall St. Rank hold SMCI as of Q4 2023.

  • Simplicity Solutions held 8,420 shares of Super Micro Computer worth $239K as of Q4 2023.
  • Simplicity Solutions sold 430 Super Micro Computer shares in Q4 2023, an estimated $11.9K.
  • Super Micro Computer made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #909 holding.
  • Simplicity Solutions first reported a position in Super Micro Computer in Q4 2015 and has held it in 5 quarters since.
  • Simplicity Solutions's Super Micro Computer position peaked at $686K in Q4 2015.
  • 656 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.