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Strategic Planning Group’s Super Micro Computer SMCI Stock Holding History

Strategic Planning 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
2024
Q4 		– Sell
-36,860
Closed -$1.53M – 85
2024
Q3 		$1.53M Buy
36,860
+6,230
+20% +$379K 0.3% 68
2024
Q2 		$2.51M Buy
+30,630
New +$2.62M 0.55% 61

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

Strategic Planning Group's SMCI Position: Q4 2024 in Review

Strategic Planning Group sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 36,860 shares — an estimated $1.53M sold.

Strategic Planning Group first reported a position in SMCI in Q2 2024 and held it in 2 quarters. The position peaked at $2.51M in Q2 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Strategic Planning Group reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Strategic Planning Group sold 36,860 Super Micro Computer shares in Q4 2024, an estimated $1.53M.
  • Strategic Planning Group first reported a position in Super Micro Computer in Q2 2024 and held it in 2 quarters.
  • Strategic Planning Group's Super Micro Computer position peaked at $2.51M in Q2 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Strategic Planning Group's 13F filing for Q4 2024, filed 23 Jan 2025.