Creekmur Asset Management’s Allegro MicroSystems ALGM Stock Holding History

Creekmur Asset Management’s Portfolio ALGM Stock Details ALGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-70	Closed	-$1.63K	–	943
2024 Q3	$1.63K	Sell	70 -185	-73%	-$4.65K	﹤0.01%	674
2024 Q2	$7.2K	Buy	+255	New	+$7.26K	﹤0.01%	544
2024 Q1	–	Sell	-130	Closed	-$3.94K	–	845
2023 Q4	$3.94K	Buy	+130	New	+$3.71K	﹤0.01%	622

Other funds holding ALGM

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Creekmur Asset Management's ALGM Position: Q4 2024 in Review

Creekmur Asset Management sold out of Allegro MicroSystems (ALGM) in Q4 2024, closing a stake of 70 shares — an estimated $1.63K sold.

Creekmur Asset Management first reported a position in ALGM in Q4 2023 and held it in 3 quarters. The position peaked at $7.2K in Q2 2024. 256 funds tracked by Wall St. Rank hold ALGM as of Q4 2024.

Creekmur Asset Management reported no remaining Allegro MicroSystems position as of Q4 2024 after selling out during the quarter.
Creekmur Asset Management sold 70 Allegro MicroSystems shares in Q4 2024, an estimated $1.63K.
Creekmur Asset Management first reported a position in Allegro MicroSystems in Q4 2023 and held it in 3 quarters.
Creekmur Asset Management's Allegro MicroSystems position peaked at $7.2K in Q2 2024.
256 funds tracked by Wall St. Rank held Allegro MicroSystems as of Q4 2024.

Based on Creekmur Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.