Stoneridge Investment Partners’s Super Micro Computer SMCI Stock Holding History

Stoneridge Investment Partners’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
2025 Q1	–	Sell	-12,180	Closed	-$371K	–	153
2024 Q4	$371K	Sell	12,180 -200	-2%	-$7.27K	0.13%	86
2024 Q3	$516K	Buy	12,380 +450	+4%	+$27.4K	0.19%	75
2024 Q2	$977K	Buy	11,930 +2,180	+22%	+$186K	0.37%	73
2024 Q1	$985K	Buy	+9,750	New	+$714K	0.37%	68
2016 Q1	–	Sell	-116,550	Closed	-$286K	–	316
2015 Q4	$286K	Sell	116,550 -301,840	-72%	-$788K	0.04%	242
2015 Q3	$1.14M	Sell	418,390 -415,620	-50%	-$1.11M	0.16%	149
2015 Q2	$2.47M	Sell	834,010 -152,600	-15%	-$502K	0.3%	95
2015 Q1	$3.28M	Buy	+986,610	New	+$3.63M	0.38%	87

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stoneridge Investment Partners's SMCI Position: Q1 2025 in Review

Stoneridge Investment Partners sold out of Super Micro Computer (SMCI) in Q1 2025, closing a stake of 12,180 shares — an estimated $371K sold.

Stoneridge Investment Partners first reported a position in SMCI in Q1 2015 and held it in 8 quarters. The position peaked at $3.28M in Q1 2015. 760 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

Stoneridge Investment Partners reported no remaining Super Micro Computer position as of Q1 2025 after selling out during the quarter.
Stoneridge Investment Partners sold 12,180 Super Micro Computer shares in Q1 2025, an estimated $371K.
Stoneridge Investment Partners first reported a position in Super Micro Computer in Q1 2015 and held it in 8 quarters.
Stoneridge Investment Partners's Super Micro Computer position peaked at $3.28M in Q1 2015.
760 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

Based on Stoneridge Investment Partners's 13F filing for Q1 2025, filed 14 May 2025.