Steward Financial Group’s Super Micro Computer SMCI Stock Holding History

Steward Financial 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
2023 Q3	$11K	Hold	410	–	–	﹤0.01%	360
2023 Q2	$10K	Hold	410	–	–	﹤0.01%	385
2023 Q1	$4K	Buy	410 +270	+193%	+$2.44K	﹤0.01%	372
2022 Q4	$1K	Buy	+140	New	+$1.07K	﹤0.01%	475
2022 Q3	–	Sell	-90	Closed	–	–	1127
2022 Q2	$0	Buy	+90	New	+$411	﹤0.01%	1335

Other funds holding SMCI

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

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 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

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

Goldman Sachs New York $871B AUM 31.28% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's SMCI Position: Q3 2023 in Review

Steward Financial Group held its Super Micro Computer (SMCI) position steady in Q3 2023 at 410 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Steward Financial Group first reported a position in SMCI in Q2 2022 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold SMCI as of Q3 2023.

Steward Financial Group held 410 shares of Super Micro Computer worth $11K as of Q3 2023.
Steward Financial Group left its Super Micro Computer share count unchanged in Q3 2023.
Super Micro Computer made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #360 holding.
Steward Financial Group first reported a position in Super Micro Computer in Q2 2022 and has held it in 5 quarters since.
558 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.