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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
2023
Q2 		– Sell
-67,000
Closed -$714K – 30
2023
Q1 		$714K Buy
+67,000
New +$605K 0.07% 20
2022
Q4 		– Sell
-4,332,000
Closed -$23.9M – 22
2022
Q3 		$23.9M Buy
4,332,000
+206,000
+5% +$1.17M 4.9% 8
2022
Q2 		$16.6M Buy
+4,126,000
New +$18.8M 3.49% 9

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
GQG Partners
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
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.