USA Financial Formulas’s Super Micro Computer SMCI Stock Holding History

USA Financial Formulas’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 Q2	–	Sell	-160	Closed	-$16.2K	–	376
2024 Q1	$16.2K	Buy	+160	New	+$11.7K	﹤0.01%	272
2023 Q4	–	Sell	-7,640	Closed	-$210K	–	518
2023 Q3	$210K	Buy	7,640 +10	+0.1%	+$279	0.31%	84
2023 Q2	$190K	Sell	7,630 -420	-5%	-$7.04K	0.29%	61
2023 Q1	$85.8K	Buy	+8,050	New	+$72.6K	0.14%	92
2022 Q3	$78K	Buy	+14,110	New	+$80.4K	0.12%	84
2020 Q4	–	Sell	-14,430	Closed	-$38K	–	408
2020 Q3	$38K	Buy	+14,430	New	+$39.4K	0.03%	133
2015 Q2	–	Sell	-273,970	Closed	-$910K	–	269
2015 Q1	$910K	Buy	273,970 +8,180	+3%	+$30.1K	0.3%	76
2014 Q4	$927K	Buy	+265,790	New	+$830K	0.32%	82

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

DGI

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

USA Financial Formulas's SMCI Position: Q2 2024 in Review

USA Financial Formulas sold out of Super Micro Computer (SMCI) in Q2 2024, closing a stake of 160 shares — an estimated $16.2K sold.

USA Financial Formulas first reported a position in SMCI in Q4 2014 and held it in 8 quarters. The position peaked at $927K in Q4 2014. 1,004 funds tracked by Wall St. Rank hold SMCI as of Q2 2024.

USA Financial Formulas reported no remaining Super Micro Computer position as of Q2 2024 after selling out during the quarter.
USA Financial Formulas sold 160 Super Micro Computer shares in Q2 2024, an estimated $16.2K.
USA Financial Formulas first reported a position in Super Micro Computer in Q4 2014 and held it in 8 quarters.
USA Financial Formulas's Super Micro Computer position peaked at $927K in Q4 2014.
1,004 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.