Wolf Hill Capital Management’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,743,810
| Closed | -$78M | – | 34 |
|
|
2023
Q4 | $78M | Buy |
+2,743,810
| New | +$78M | 4.98% | 5 |
|
|
2023
Q3 | – | Sell |
-8,695,330
| Closed | -$217M | – | 26 |
|
|
2023
Q2 | $217M | Sell |
8,695,330
-6,223,690
| -42% | -$155M | 15.64% | 1 |
|
|
2023
Q1 | $159M | Sell |
14,919,020
-2,099,670
| -12% | -$22.4M | 15.97% | 1 |
|
|
2022
Q4 | $140M | Sell |
17,018,690
-4,119,380
| -19% | -$33.8M | 29.56% | 1 |
|
|
2022
Q3 | $116M | Buy |
21,138,070
+3,104,110
| +17% | +$17.1M | 23.9% | 1 |
|
|
2022
Q2 | $72.8M | Buy |
18,033,960
+3,863,270
| +27% | +$15.6M | 15.27% | 1 |
|
|
2022
Q1 | $53.9M | Buy |
14,170,690
+4,804,240
| +51% | +$18.3M | 11.75% | 2 |
|
|
2021
Q4 | $41.2M | Buy |
9,366,450
+1,858,420
| +25% | +$8.17M | 10.18% | 2 |
|
|
2021
Q3 | $27.5M | Buy |
7,508,030
+4,388,020
| +141% | +$16M | 4.86% | 4 |
|
|
2021
Q2 | $11M | Buy |
+3,120,010
| New | +$11M | 2.97% | 14 |
|