Wolf Hill Capital Management’s Super Micro Computer SMCI Stock Holding History

Wolf Hill Capital Management’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 Q1	–	Sell	-2,743,810	Closed	-$78M	–	43
2023 Q4	$78M	Buy	+2,743,810	New	+$76.1M	4.98%	7
2023 Q3	–	Sell	-8,695,330	Closed	-$217M	–	29
2023 Q2	$217M	Sell	8,695,330 -6,223,690	-42%	-$104M	15.64%	1
2023 Q1	$159M	Sell	14,919,020 -2,099,670	-12%	-$18.9M	15.97%	1
2022 Q4	$140M	Sell	17,018,690 -4,119,380	-19%	-$31.4M	29.56%	1
2022 Q3	$116M	Buy	21,138,070 +3,104,110	+17%	+$17.7M	23.9%	1
2022 Q2	$72.8M	Buy	18,033,960 +3,863,270	+27%	+$17.6M	15.27%	1
2022 Q1	$53.9M	Buy	14,170,690 +4,804,240	+51%	+$19.9M	11.75%	2
2021 Q4	$41.2M	Buy	9,366,450 +1,858,420	+25%	+$7.53M	10.18%	2
2021 Q3	$27.5M	Buy	7,508,030 +4,388,020	+141%	+$15.9M	4.86%	7
2021 Q2	$11M	Buy	+3,120,010	New	+$11.5M	2.97%	15

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

DGI

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wolf Hill Capital Management's SMCI Position: Q1 2024 in Review

Wolf Hill Capital Management sold out of Super Micro Computer (SMCI) in Q1 2024, closing a stake of 2,743,810 shares — an estimated $78M sold.

Wolf Hill Capital Management first reported a position in SMCI in Q2 2021 and held it in 10 quarters. The position peaked at $217M in Q2 2023. 925 funds tracked by Wall St. Rank hold SMCI as of Q1 2024.

Wolf Hill Capital Management reported no remaining Super Micro Computer position as of Q1 2024 after selling out during the quarter.
Wolf Hill Capital Management sold 2,743,810 Super Micro Computer shares in Q1 2024, an estimated $78M.
Wolf Hill Capital Management first reported a position in Super Micro Computer in Q2 2021 and held it in 10 quarters.
Wolf Hill Capital Management's Super Micro Computer position peaked at $217M in Q2 2023.
925 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2024.

Based on Wolf Hill Capital Management's 13F filing for Q1 2024, filed 14 May 2024.