Vahanian & Associates Financial Planning’s SiTime SITM Stock Holding History

Vahanian & Associates Financial Planning’s Portfolio SITM Stock Details SITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.25M	Sell	10,262 -3,175	-24%	-$359K	4.95%	3
2023 Q3	$1.54M	Sell	13,437 -17	-0.1%	-$2.1K	4.93%	2
2023 Q2	$1.59M	Sell	13,454 -760	-5%	-$82.9K	5.02%	2
2023 Q1	$2.02M	Buy	14,214 +133	+0.9%	+$16.3K	5.61%	2
2022 Q4	$1.43M	Buy	14,081 +90	+0.6%	+$8.51K	4.68%	3
2022 Q3	$1.1M	Buy	13,991 +1,525	+12%	+$196K	3.79%	5
2022 Q2	$2.03M	Sell	12,466 -1,491	-11%	-$282K	8.74%	4
2022 Q1	$3.46M	Sell	13,957 -6,466	-32%	-$1.4M	7.99%	2
2021 Q4	$5.97M	Buy	+20,423	New	+$5.35M	4.82%	2

Other funds holding SITM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vahanian & Associates Financial Planning's SITM Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its SiTime (SITM) stake by 24% in Q4 2023, selling an estimated $359K and leaving 10,262 shares worth $1.25M. The position accounts for 4.95% of the portfolio, ranked #3.

Vahanian & Associates Financial Planning first reported a position in SITM in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.97M in Q4 2021. 229 funds tracked by Wall St. Rank hold SITM as of Q4 2023.

Vahanian & Associates Financial Planning held 10,262 shares of SiTime worth $1.25M as of Q4 2023.
Vahanian & Associates Financial Planning sold 3,175 SiTime shares in Q4 2023, an estimated $359K.
SiTime made up 4.95% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #3 holding.
Vahanian & Associates Financial Planning first reported a position in SiTime in Q4 2021 and has held it in 9 quarters since.
Vahanian & Associates Financial Planning's SiTime position peaked at $5.97M in Q4 2021.
229 funds tracked by Wall St. Rank held SiTime as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.