Willner & Heller’s Super Micro Computer SMCI Stock Holding History

Willner & Heller’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 Q3	–	Sell	-10,550	Closed	-$864K	–	159
2024 Q2	$864K	Buy	+10,550	New	+$902K	0.83%	36

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Willner & Heller's SMCI Position: Q3 2024 in Review

Willner & Heller sold out of Super Micro Computer (SMCI) in Q3 2024, closing a stake of 10,550 shares — an estimated $864K sold.

Willner & Heller first reported a position in SMCI in Q2 2024 and held it in 1 quarter. The position peaked at $864K in Q2 2024. 695 funds tracked by Wall St. Rank hold SMCI as of Q3 2024.

Willner & Heller reported no remaining Super Micro Computer position as of Q3 2024 after selling out during the quarter.
Willner & Heller sold 10,550 Super Micro Computer shares in Q3 2024, an estimated $864K.
Willner & Heller first reported a position in Super Micro Computer in Q2 2024 and held it in 1 quarter.
Willner & Heller's Super Micro Computer position peaked at $864K in Q2 2024.
695 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2024.

Based on Willner & Heller's 13F filing for Q3 2024, filed 10 Oct 2024.