Albar Capital’s Broadcom AVGO Stock Holding History

Albar Capital’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-195,323	Closed	-$33.7M	–	5
2024 Q3	$33.7M	Sell	195,323 -22,687	-10%	-$3.64M	7.57%	4
2024 Q2	$35M	Buy	218,010 +102,780	+89%	+$14.4M	5.33%	5
2024 Q1	$15.3M	Buy	115,230 +95,740	+491%	+$11.9M	2.6%	14
2023 Q4	$2.18M	Buy	19,490 +11,130	+133%	+$1.05M	0.47%	34
2023 Q3	$694K	Buy	+8,360	New	+$725K	0.2%	39
2023 Q2	–	Sell	-425,200	Closed	-$27.3M	–	45
2023 Q1	$27.3M	Buy	425,200 +406,530	+2,177%	+$24.5M	5.13%	8
2022 Q4	$1.04M	Sell	18,670 -179,910	-91%	-$9.02M	0.39%	37
2022 Q3	$8.82M	Buy	+198,580	New	+$10.1M	2.11%	16
2022 Q1	–	Sell	-38,990	Closed	-$2.59M	–	32
2021 Q4	$2.59M	Buy	+38,990	New	+$2.19M	0.82%	28
2021 Q3	–	Sell	-21,500	Closed	-$1.02M	–	34
2021 Q2	$1.02M	Buy	+21,500	New	+$996K	0.41%	25

Other funds holding AVGO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Albar Capital's AVGO Position: Q4 2024 in Review

Albar Capital sold out of Broadcom (AVGO) in Q4 2024, closing a stake of 195,323 shares — an estimated $33.7M sold.

Albar Capital first reported a position in AVGO in Q2 2021 and held it in 10 quarters. The position peaked at $35M in Q2 2024. 3,921 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

Albar Capital reported no remaining Broadcom position as of Q4 2024 after selling out during the quarter.
Albar Capital sold 195,323 Broadcom shares in Q4 2024, an estimated $33.7M.
Albar Capital first reported a position in Broadcom in Q2 2021 and held it in 10 quarters.
Albar Capital's Broadcom position peaked at $35M in Q2 2024.
3,921 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Albar Capital's 13F filing for Q4 2024.